Financial Adviser
· WEST PERTH, WA
Gerard Victor Doney
No disciplinary history on record with ASIC
46
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242672
Gerard Victor Doney is a financial adviser based in West Perth, Western Australia, with 46 years of experience in the financial services industry since 1980. Gerard is currently authorised under Wealth Iq Group, operating through Doney Leahy. Gerard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gerard's qualifications include a Advanced Diploma of Financial Planning from Tribeca.
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
2005
Advanced Diploma of Financial Planning
Tribeca
2005
Diploma of Financial Planning
Tribeca
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register