Wallace William Donald – Financial Adviser

Adviser identifying number: 245899
Status: Current
Adviser’s ABN: 41074364273
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: KIRKDON FINANCIAL SERVICES PTY LIMITED
Licence number: 392959
Licensee’s ABN: 29003837670
Licence controlled by:

The date the Financial Adviser commenced the appointment: 22/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KIRKDON FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 000392959
Authorised Representative’s ABN: 29003837670

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 Engineering – University of New South Wales
• Certificate Comprehensive Advice Self Managed Superannuation Funds – Securitor/Kaplan
• Diploma Financial Planning – Financial Planning Association/Deakin University
• Graduate Diploma Corporate Management – Institute of Secretaries and Administrators/Australian Graduate School of Management

Relevant memberships of professional bodies or industry associations:

Wallace William Donald 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
• Margin Lending Facility / Standard Margin Lending Facility