Financial Adviser
· WALLSEND, NSW
Donna Michelle Adoranti
No disciplinary history on record with ASIC
WALLSEND,
NSW
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000325021
Donna Michelle Adoranti is a financial adviser based in Wallsend, New South Wales, with 24 years of experience in the financial services industry since 2002. Donna is currently authorised under GPS Wealth, operating through Liv - Lucas. 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 Kaplan Higher Education. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services (Financial Planning)
Integratec
2004
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2018
Graduate Diploma of Financial Planning
Kaplan Higher Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
FPE010 Aged Care
Kaplan Higher Education
2021
Master of Financial Planning
Kaplan Higher Education