Financial Adviser
· TAMWORTH, NSW
Rachel Lee Donovan
No disciplinary history on record with ASIC
TAMWORTH,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000468882
About Rachel Lee Donovan
Rachel Lee Donovan is a financial adviser based in Tamworth, New South Wales, with 12 years of experience in the financial services industry since 2014. Rachel is currently authorised under Australian Financial Advisory Solutions. Rachel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rachel's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Rachel 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
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services (Financial Planning)
International Institute of Technology (IIT)
2016
Advanced Diploma of Financial Planning
Mentor Education
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Direct Equities excludes direct equities advice
Not authorised to provide personal advice on Securities, Standard Margin Lending
Source: ASIC Financial Advisers Register