Donna Powell

DLP Life Design

Silver
15 Yrs Experience
South Perth, WA 6151
Female Excellence in Advice Winner 2018 Inspiring people to live an empowered life by design

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 9
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualifications
    • Diploma of Financial Advice
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

DLP Life Design

Suite 7, 23 Richardson St
South Perth, WA 6151

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.90
9 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Donna has assisted my husband me to navigate our way through the complexities of superannuation, retirement and managing our income and budgeting issues. She has provided clarity with issues that we are unsure about and has given us the confidence to face the future both financially and personally. We are truly appreciative of her guidance and vision."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Donna provided me with the support and advice I needed to empower me and help me manage my finances after the passing of my husband."

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thanks to Donna Lee we are now working toward a financially secure future. Donna Lee has a wonderful manner, is very relatable and always ensures we understand the advice she is providing. Donna Lee provides an excellent service and I can’t recommend her highly enough."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Donna Lee gave me advice on handling my finances, investments, superannuation and growth opportunities in order to ensure financial growth to ensure I would have sufficient income to see me through the rest of my lifetime. Given my age, recent bereavement and complexity I found Donna to be professional, competent, and available at all times to assist me through all of my financial challenges and estate planning."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Donna Lee has given me advice in areas including managing debt, cash flow, budgeting, retirement plan, superannuation review. Through Donna Lee's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Donna Lee's full care and attention."

  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Donna provided my family and I with assistance in setting up our small business finance, our self-managed superannuation fund, our strategic plan, appropriate insurances and overall money management. Donna's advice was comprehensive however, easy to understand. Donna listened carefully to what our goals were and where we wanted to be both short term and long term. Donna was delightful to deal with and I would recommend her to all."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Donna is a very good listener. She has taken on board our requirements and used her financial expertise to tailor the perfect financial package. We feel very confident that the advice given is right for our needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Donna is a financial advisor with a unique gift of bringing herself wholeheartedly to the advise and support she offers her clients. Donna operates with honesty, integrity and compassion and respectfully meets her clients where they are at in terms of their financial knowledge, financial standing and life goals. As a woman I have experienced gender bias and dismissiveness in the past from financial advisors .In comparison, Donna’s open, supportive, clear communication style and sound financial direction provides a unique blend of trust , transparency and a feeling that you as an individual and your individual needs really matter. Donna’s service fills a real gender equity gap in the financial service industry which is vital in facilitating women to reach financial security."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Donna has been such a fantastic adviser for us. Her understanding of our situation made us feel at ease. We were quite apprehensive about what advice we would get from an adviser in our current situation and where we are at in the stage of our lives but soon as we sat down to discuss a Plan we had such relief that Donna could help and guide us. We felt so comfortable. Her knowledge is next to none and so happy with the plan Donna has put forward to us. We now have clear goals set for our future. Cant wait to put in all together."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Tax Agents Services Act (Commercial Law) (TASACLv1)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2018

Diploma of Financial Advice

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2004

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Diploma of Financial Planning (DFP 5) (Taxation for Financial Advising)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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