Sarah Donald

Financial Adviser

ASIC adviser number:

000315359

Qualifications and training:

2007, Accredited Listed Product Adviser (ASX ALPA) Program, Other, Finsia
2008, Diploma of Financial Planning, Diploma (AQF 5), Financial Planning Association of Australia (FPA)
2014, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Limited
2017, Master of Financial Planning, Masters Degree (AQF 9), Kaplan Higher Education Pty Limited
2019, Accredited Aged Care Professional, Other, Aged Care Steps
2020, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education Pty Limited

When adviser first provided advice:

1999

Membership of professional associations:

None

Disciplinary action by ASIC:

None

Location:

Suite 2A, 31 Merivale St
South Brisbane QLD 4101

AFS licence holder name:

Charter Financial Planning Limited

AFS licence number:

000234665

Licence controlled by:

Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».