BRAD LEE DONALDSON
Financial Adviser · Erina, NSW
📚 Qualifications & Training
1998 - Bachelor of Commerce - - University of Western Sydney
2011 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Kaplan Professional
2011 - Diploma of Financial Services (Financial Planning) - - Tribeca
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Finance Brokers Association of Australia (FBAA)
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.