SARAH LOUISE DONALD

Financial Adviser ยท South Brisbane, QLD

Registered

Registration Number

000315359

Registration Status

Registered

Location

South Brisbane, QLD 4101

Providing Advice Since

1999

Registration Date

29/04/2015

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2007 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Finsia
2008 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2014 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2019 - Accredited Aged Care Professional - Other - Aged Care Steps
2020 - 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.