Donald Herbert Carlson – Financial Adviser

Adviser identifying number: 259203
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991

Name of the licence holder: MORGANS FINANCIAL LIMITED
Licence number: 235410
Licensee’s ABN: 49010669726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 10/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORGANS FINANCIAL LIMITED
Authorised Representative identifying number: 235410
Authorised Representative’s ABN: 49010669726

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 – University of Queensland
• Certified Financial Planner – Financial Planning Association of Australia
• Graduate Diploma in Applied Finance & Investment – Securities Institute of Australia
• SMSF Adviser Education Program – FPA

Relevant memberships of professional bodies or industry associations:

• Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
• Financial Planning Association of Australia (FPA)
• SMSF Association

Donald Herbert Carlson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services