Celebrating 65 Years

The story so far.......

Celebrating 65 years

The first 65 years of history of the Association nationally.

How to Build and Successfully Sell a Financial Advice Business

 

Ian Donaldson started as an insurance company clerk in 1966 and shortly after became an adviser with National Mutual. He ran a successful insurance agency from 1969 to 1985 and then obtained his own licence which he operated until selling his business in  2011.

How to Build and Successfully Sell a Financial Advice Business

Ian Donaldson

Investment Strategy

This publication has been produced by Ian Donaldson and The Donaldson Financial Planning Pty Ltd Trust.

This publication is copyright. Apart from any use permitted under the Copyright Act 1968 (Cth), no part of this publication may be reproduced or stored by any process, electronic or otherwise, nor may any other exclusive right be exercised, without the prior written permission of the copyright owner. 

Investment Strategy

Ian Donaldson
1st September 2017