ANDREW WILLIAM DONALDSON — Financial Adviser #000294770

Registration Number

000294770

Registration Status

Registered

Location

Dandenong, VIC 3175

Providing Advice Since

2005

Registration Date

01/07/2016

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

📚 Qualifications & Training

2006 - Diploma of Financial Services (Financial Planning) - - FINSIA

2007 - Advanced Diploma of Financial Services (Financial Planning) - - FINSIA

2009 - CERTIFIED FINANCIAL PLANNER - - FPA

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.