Stephen Duncan Donaghy – Financial Adviser
Adviser identifying number: 301847
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: UNISUPER MANAGEMENT PTY. LTD.
Licence number: 235907
Licensee’s ABN: 91006961799
Licence controlled by: UNISUPER LIMITED
The date the Financial Adviser commenced the appointment: 21/11/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: UNISUPER MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 235907
Authorised Representative’s ABN: 91006961799
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:
- Advanced Diploma of Financial Services (Financial Planning) – FINSIA
- Certified Financial Planner – Financial Planning Association (FPA)
- Certified Planner Education Program – Financial Planning Association
- Master of Applied Finance – KAPLAN
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Stephen Duncan Donaghy 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
- Retirement Savings Account Products
- Securities
- Superannuation