DONALD MCNAB
Financial Adviser Ā· Bentleigh East, VIC
š Qualifications & Training
2002 - Advanced Investment Planning (DFP7) - - Financial Planning Association of Australia
2002 - Diploma of Financial Planning (DFP1-5) - - Financial Planning Association of Australia
2004 - Estate Planning - - Tribeca Learning
2005 - Self Managed Superannuation Funds - - Tribeca Learning
2010 - Regulatory Guide 146 Assessment - - Kaplan Professional Education
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.