Financial Adviser
· LONG JETTY, NSW
Brad Lee Donaldson
No disciplinary history on record with ASIC
LONG JETTY,
NSW
15
Years experience
ASIC Registered · ADV 000405032
About Brad Lee Donaldson
Brad Lee Donaldson is a financial adviser based in Long Jetty, New South Wales, with 15 years of experience in the financial services industry since 2011. Brad is currently authorised under Shartru Wealth Management. Brad holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Brad's qualifications include a Bachelor of Commerce from University of Western Sydney. Brad is a member of Association of Independently Owned Financial Professionals (AIOFP) and Finance Brokers Association of Australia (FBAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1998
Bachelor of Commerce
University of Western Sydney
2011
Certificate IV Financial Services (Finance/Mortgage Broking)
Kaplan Professional
2011
Diploma of Financial Services (Financial Planning)
Tribeca
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register