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