BENJAMIN JAMES DONALD
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2007 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Queensland Univeristy of Technology
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - FPE016 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2022 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.