DONNA LEE CARKEEK
Financial Adviser · South Yarra, VIC
📚 Qualifications & Training
1991 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University
2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FAAA
2004 - 4 unit certified financial planning program - Other - FAAA
2004 - Certified Financial Planner Education Program - - Deakin University
2004 - Financial Planning Association Membership - - Financial Planning Association
2025 - Ethics and professionalism in financial advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.