WALLACE WILLIAM DONALD
Financial Adviser · Beecroft, NSW
📚 Qualifications & Training
1960 - Bachelor of Engineering - - University of New South Wales
1987 - Graduate Diploma Corporate Management - - Institute of Secretaries and Administrators/Australian Graduate School of Management
2001 - Diploma Financial Planning - - Financial Planning Association/Deakin University
2004 - Certificate Comprehensive Advice Self Managed Superannuation Funds - - Securitor/Kaplan
2022 - FINANCIAL ADVISER EXAM - Other - ASIC/ACER
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.