HomeFinancial AdvisersJaime Anne Donaldson – Financial Adviser

Jaime Anne Donaldson – Financial Adviser

Adviser identifying number: 1006699
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: TASMANIAN PERPETUAL TRUSTEES LIMITED
Licence number: 234630
Licensee’s ABN: 97009475629
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/09/2004
The date the Financial Adviser ceased the appointment: 04/12/2015
Name of the Authorised Representative: TASMANIAN PERPETUAL TRUSTEES LIMITED
Authorised Representative identifying number: 000234630
Authorised Representative’s ABN: 97009475629

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:

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Relevant qualifications and training:

  • Advanced Diploma of Financial Services (Financial Planning) – Tribeca
  • Diploma of Financial Services (Financial Planning) – Integratec (Australia) Pty Ltd

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Jaime Anne Donaldson is authorised to provide advices on following products:

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