Financial Adviser
· BEECROFT, NSW
Wallace William Donald
No disciplinary history on record with ASIC
BEECROFT,
NSW
37
Years experience
ASIC Registered · ADV 000245899
Wallace William Donald is a financial adviser based in Beecroft, New South Wales, with 37 years of experience in the financial services industry since 1989. Wallace is currently authorised under Kirkdon Financial Services. Wallace holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Wallace's qualifications include a Bachelor of Engineering from University of New South Wales.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and 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
ASIC/ACER