DONNA LEE MCWILLIAM
Financial Adviser · Pialba, QLD
📚 Qualifications & Training
2003 - Bachelor of Business (Banking & Finance) - - Monash University
2006 - Graduate Diploma of Financial Planning - - FINSIA
2017 - Certified Financial Planner - - FPA
🏢 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.