ANNA LOUISE MCDONALD
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2004 - Bachelor of Business - - Royal Melbourne Institute of Technology
2012 - Company Director Certificate - - Australian Institute of Company Directors
2015 - Diploma of Financial Markets Association - - Australian Financial Markets Association
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
AFMA Accredited Individual
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.