DONNA LOUISE GRUNDY
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
2005 - Diploma of Financial Services (Financial Planning) - - PS146 Training Australia
2012 - Tier 2 Compliance Solution - - Kaplan
2018 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
🏢 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.