Company Information

Get to know Donegan's Accountants & Wealth Advisers

Established over 60 years ago, Donegans Accountants & Wealth Advisers is a provider of integrated financial services based in New South Wales, Australia. The firm takes a holistic approach, combining accounting and taxation expertise with business advisory and comprehensive wealth management services. Their mission is to partner with clients to help them grow, manage, and protect their wealth through personalised strategies covering financial planning, investment, superannuation, and retirement.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Donegan's Accountants & Wealth Advisers

Australia

Founded in

1950 (76 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.