DONNA GULBIN

Financial Adviser · Sydney, NSW

Registered

Registration Number

001005457

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

1999

Registration Date

29/10/2009

Financial Services Licensee

JBWERE LTD

Licence #000341162

📚 Qualifications & Training

1995 - Bachelor Degree - Business - - Australian Catholic University
1999 - Graduate Diploma in Applied Finance - Graduate Diploma (AQF 8) - Securities Institute of Australia
2022 - Ethics for Financial Services (Intensive) - Bridging Course - Ethics - Deakin Business School

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.