Financial Adviser
· HERVEY BAY, QLD
Donna Lee Mcwilliam
No disciplinary history on record with ASIC
HERVEY BAY,
QLD
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000268334
Practice
Hervey Bay, QLD (practice address on ASIC register)
Licensed through Canaccord Genuity Financial
About Donna Lee Mcwilliam
Donna Lee Mcwilliam is a financial adviser based in Hervey Bay, Queensland, with 24 years of experience in the financial services industry since 2002. Donna works at Dream Weavers, which is licensed through Canaccord Genuity Financial Limited. Donna holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Donna's qualifications include a Certified Financial Planner from FPA. Donna is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business (Banking & Finance)
Monash University
2006
Graduate Diploma of Financial Planning
FINSIA
2017
Certified Financial Planner
FPA