JAIME ANNE DONALDSON

Financial Adviser ยท Launceston, TAS

Registered

Registration Number

001006699

Registration Status

Registered

Location

Launceston, TAS 7250

Providing Advice Since

2003

Registration Date

18/12/2015

Financial Services Licensee

HILLROSS FINANCIAL SERVICES LIMITED

Licence #000232705

๐Ÿ“š Qualifications & Training

2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec (Australia) Pty Ltd
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

โ„น๏ธ 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.