Donald Craig Foster – Financial Adviser
Adviser identifying number: 1000858
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: STRATEGY FIRST FINANCIAL PLANNING PTY LTD
Licence number: 290771
Licensee’s ABN: 69114540528
Licence controlled by:
The date the Financial Adviser commenced the appointment: 31/03/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STRATEGY FIRST FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 290771
Authorised Representative’s ABN: 69114540528
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Science (Mathematics) with Dip Ed – Macquarie University
- CERTIFIED FINANCIAL PLANNER (CFP?) – FPA
- Certificate of Superannuation Management – ASFA
- Diploma of Financial Planning – FPA and Deakin University
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Donald Craig Foster is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility