Financial Adviser · BROADMEADOW, NSW

Donna Louise Grundy

BROADMEADOW, NSW

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000293773

Currently at

Industry Fund Services Limited

Melbourne, VIC (firm address)

View firm profile

About Donna Louise Grundy

Donna Louise Grundy is a financial adviser based in Broadmeadow, New South Wales, with 21 years of experience in the financial services industry since 2005. Donna is currently authorised under Industry Fund Services Limited, operating through Industry Fund Services. Donna holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Donna's qualifications include a Master of Financial Planning from Griffith University. Donna is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: excluding self-managed super funds

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

PS146 Training Australia

2012

Tier 2 Compliance Solution

Kaplan

2018

Graduate Certificate in Financial Planning

Griffith University

2023

Master of Financial Planning

Griffith University

Registration History

Industry Fund Services Limited

Oct 2022 - Present Current

excluding self-managed super funds

LGSS PTY LIMITED

Mar 2015 - Jun 2023 Ceased

Authorised to provide personal financial product advice to retail clients on (1) Deposit and payment products - basic deposit; AND (2) General Insurance products.

FUTUREPLUS FINANCIAL SERVICES PTY LIMITED

Nov 2008 - Mar 2011 Ceased

Source: ASIC Financial Advisers Register