Donna Mcwilliam Cfp®
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Donna Mcwilliam Cfp® Email & Phone Number

Private Wealth Adviser at WILSONS ADVISORY | Money Management Women in Financial Services Award Winner 2017 at Wilsons Advisory
Location: Hervey Bay, Queensland, Australia 6 work roles 4 schools
1 work email found @wilsonsadvisory.com.au 1 phone found area 141 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@wilsonsadvisory.com.au
Direct phone (141) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wilsons Advisory
Role
Private Wealth Adviser at WILSONS ADVISORY | Money Management Women in Financial Services Award Winner 2017
Location
Hervey Bay, Queensland, Australia
Company size
133 employees

Who is Donna Mcwilliam Cfp®? Overview

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Quick answer

Donna Mcwilliam Cfp® is listed as Private Wealth Adviser at WILSONS ADVISORY | Money Management Women in Financial Services Award Winner 2017 at Wilsons Advisory, a company with 133 employees, based in Hervey Bay, Queensland, Australia. AeroLeads shows a work email signal at wilsonsadvisory.com.au, phone signal with area code 141, and a matched LinkedIn profile for Donna Mcwilliam Cfp®.

Donna Mcwilliam Cfp® previously worked as Private Wealth Advisory at Wilsons Advisory and Wide Bay Branch Manager & Senior Private Wealth Adviser at Elston. Donna Mcwilliam Cfp® holds Certified Financial Planner (Cfp) from Financial Planning Association Of Australia.

Company email context

Email format at Wilsons Advisory

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*@wilsonsadvisory.com.au
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AeroLeads found 1 current-domain work email signal for Donna Mcwilliam Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Donna Mcwilliam Cfp®

Donna Mcwilliam Cfp® is a Private Wealth Adviser at WILSONS ADVISORY | Money Management Women in Financial Services Award Winner 2017 at Wilsons Advisory. She possess expertise in portfolio management, investment strategies, financial advisory, equities, investment management and 18 more skills.

Listed skills include Portfolio Management, Investment Strategies, Financial Advisory, Equities, and 19 others.

Current workplace

Donna Mcwilliam Cfp®'s current company

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Wilsons Advisory
Wilsons Advisory
Private Wealth Adviser at WILSONS ADVISORY | Money Management Women in Financial Services Award Winner 2017
australia
Website
wilsonsadvisory.com.au
Employees
133
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Company profile
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6 roles · 32 years

Donna Mcwilliam Cfp® work experience

A career timeline built from the work history available for this profile.

Private Wealth Advisory

Current
Wilsons Advisory

Hervey Bay, Queensland, Australia

Financial Adviser

Feb 2021 - Present

Wide Bay Branch Manager & Senior Private Wealth Adviser

Elston

Wide Bay Region

  • Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over a billion dollars in assets, making us one of Australia’s largest providers of Managed.
  • Sustainability
  • Clients
  • Relationships
  • Service
  • Professionalism
Oct 2008 - Oct 2020

Private Wealth Advisor

Wilsons

Hervey Bay, Queensland, Australia

Oct 2002 - Sep 2008

Investment Banking

Deutsche Bank

Sydney, Australia

1999 - 2002 ~3 yrs

Margin Lending Citigroup

Citi

Sydney, Australia

1997 - 1999 ~2 yrs
Team & coworkers

Colleagues at Wilsons Advisory

Other employees you can reach at wilsonsadvisory.com.au. View company contacts for 133 employees →

CB Craig Brown Craig Brown Colleague at Wilsons Advisory Greater Sydney Area, Australia View → MB Mary Bradley Mary Bradley Colleague at Wilsons Advisory Belfast Metropolitan Area, United Kingdom View → DR David Russell David Russell Colleague at Wilsons Advisory Greater Brisbane Area, Australia View → MM Matilda Michel Matilda Michel Colleague at Wilsons Advisory Australia, Australia View → SA Stella Aleu Stella Aleu Colleague at Wilsons Advisory Brisbane, Queensland, Australia, Australia View → MK Michele Kostros Michele Kostros Colleague at Wilsons Advisory Melbourne, Victoria, Australia, Australia View → DC David Cassidy David Cassidy Colleague at Wilsons Advisory Greater Sydney Area, Australia View → BD Ben Davis Ben Davis Colleague at Wilsons Advisory Greater Brisbane Area, Australia View → MR Maximilian Rees Maximilian Rees Colleague at Wilsons Advisory Greater Sydney Area, Australia View → CH Chad Hohnen Cfp® Chad Hohnen Cfp® Colleague at Wilsons Advisory Greater Sydney Area, Australia View →
4 education records

Donna Mcwilliam Cfp® education

Certified Financial Planner (Cfp)

Financial Planning Association Of Australia

Graduate Diploma Financial Planning, Financial Planning And Services

Kaplan Australia

Bachelor Of Business, Banking & Finance

Monash University

Activities and Societies: Chamber of Commerce

FAQ

Frequently asked questions about Donna Mcwilliam Cfp®

Quick answers generated from the profile data available on this page.

What company does Donna Mcwilliam Cfp® work for?

Donna Mcwilliam Cfp® works for Wilsons Advisory.

What is Donna Mcwilliam Cfp®'s role at Wilsons Advisory?

Donna Mcwilliam Cfp® is listed as Private Wealth Adviser at WILSONS ADVISORY | Money Management Women in Financial Services Award Winner 2017 at Wilsons Advisory.

What is Donna Mcwilliam Cfp®'s email address?

AeroLeads has found 1 work email signal at @wilsonsadvisory.com.au for Donna Mcwilliam Cfp® at Wilsons Advisory.

What is Donna Mcwilliam Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 141 for Donna Mcwilliam Cfp® at Wilsons Advisory.

Where is Donna Mcwilliam Cfp® based?

Donna Mcwilliam Cfp® is based in Hervey Bay, Queensland, Australia while working with Wilsons Advisory.

What companies has Donna Mcwilliam Cfp® worked for?

Donna Mcwilliam Cfp® has worked for Wilsons Advisory, Elston, Wilsons, Deutsche Bank, and Citi.

Who are Donna Mcwilliam Cfp®'s colleagues at Wilsons Advisory?

Donna Mcwilliam Cfp®'s colleagues at Wilsons Advisory include Craig Brown, Mary Bradley, David Russell, Matilda Michel, and Stella Aleu.

How can I contact Donna Mcwilliam Cfp®?

You can use AeroLeads to view verified contact signals for Donna Mcwilliam Cfp® at Wilsons Advisory, including work email, phone, and LinkedIn data when available.

What schools did Donna Mcwilliam Cfp® attend?

Donna Mcwilliam Cfp® holds Certified Financial Planner (Cfp) from Financial Planning Association Of Australia.

What skills is Donna Mcwilliam Cfp® known for?

Donna Mcwilliam Cfp® is listed with skills including Portfolio Management, Investment Strategies, Financial Advisory, Equities, Investment Management, Wealth, Wealth Management, and Superannuation.

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