Training and Development Manager, Lifestyle and Care
Donald has more than 30 years’ experience in the financial services industry. The greater part of Donald’s professional time is now spent assisting people with their financial, Centrelink and/or Department of Veteran Affairs needs when they, their partner or their parents need to enter an aged care facility. He understands the complexity of the system particularly and guides clients who are unfamiliar with financial rules and regulations.
Donald has a Diploma of Financial Planning, a Diploma of Financial Services (Financial Planning) and a Diploma of the Australian Insurance Institute. He is also an Associate of the Financial Planning Association and a member of the Association of Financial Advisers.