DONALD CRAIG FOSTER


Licensee: STRATEGY FIRST FINANCIAL PLANNING PTY LTD

DONALD CRAIG FOSTER (Adviser# 001000858) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is March 31, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name DONALD CRAIG FOSTER
Adviser Number 001000858
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000290771
STRATEGY FIRST FINANCIAL PLANNING PTY LTD
Licence ABN 69114540528
Adviser Start Date 2014-03-31
Appointing Representative Name STRATEGY FIRST FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000290771
Appointing Representative ABN 69114540528
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DONALD CRAIG FOSTER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Science (Mathematics) with Dip Ed Macquarie University
CERTIFIED FINANCIAL PLANNER (CFP

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000290771 STRATEGY FIRST FINANCIAL PLANNING PTY LTD 2014-03-31 - STRATEGY FIRST FINANCIAL PLANNING PTY LTD
000227712 BMS WEALTH MANAGEMENT (NSW) PTY LIMITED 2006-10-01 - 2013-08-01

Licensee Information

Licence Name STRATEGY FIRST FINANCIAL PLANNING PTY LTD
Licence Number 000290771
Licence ABN 69114540528

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRISTOPHER RALPH GILMOUR Strategy First Financial Planning Pty Ltd Current 2016-01-04
RHYS JAMIE MOOREHOUSE PHILLIPS Strategy First Financial Planning Pty Ltd Current 2016-01-04
PATRICK ANWANDTER Strategy First Financial Planning Pty Ltd Current 2005-12-05
DAVID CLIFFORD PRICE Strategy First Financial Planning Pty Ltd Current 2005-09-23

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRISTOPHER RALPH GILMOUR Strategy First Financial Planning Pty Ltd Current 2016-01-04
RHYS JAMIE MOOREHOUSE PHILLIPS Strategy First Financial Planning Pty Ltd Current 2016-01-04
PATRICK ANWANDTER Strategy First Financial Planning Pty Ltd Current 2005-12-05
DAVID CLIFFORD PRICE Strategy First Financial Planning Pty Ltd Current 2005-09-23

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.