STEPHEN WILLIAM DONALD
Financial Adviser · Perth, WA
📚 Qualifications & Training
2009 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Higher Education Pty Limited
2012 - Self Managed Superannuation Funds - - Kaplan Higher Education Pty Limited
2015 - Margin Lending - - Financial Education Professionals
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
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.