Donna Lee Downs – Financial Adviser
Adviser identifying number: 1239352
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: THORNTON GROUP (AUSTRALIA) PTY LIMITED
Licence number: 223670
Licensee’s ABN: 88101789226
Licence controlled by: THORNTON GROUP (SA) PTY LTD
The date the Financial Adviser commenced the appointment: 16/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THORNTON GROUP (AUSTRALIA) PTY LIMITED
Authorised Representative identifying number: 223670
Authorised Representative’s ABN: 88101789226
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:
- CPD Ongoing – Kaplan
- Cert IV Finance & Mortgage Broking – Kaplan
- DFP5v2 Tax for Financial Advising – Kaplan Professional
- Diploma of Financial Planning – Kaplan
- TASACLc1 Commercial Law – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
Donna Lee Downs 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
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility