Financial Adviser · GLENROY, NSW

Daniel Timothy Jackson

GLENROY, NSW
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001234543
Currently at
Sydney, NSW (firm address)

Daniel Timothy Jackson is a financial adviser based in Glenroy, New South Wales, with 11 years of experience in the financial services industry since 2015. Daniel is currently authorised under Akumin Financial Planning. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2013
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2013
Margin Lending
Kaplan Higher Education Pty Limited
2017
Graduate Certificate in Financial Planning
Kaplan Higher Education Pty Limited
2018
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
Master of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Jun 2026 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Aug 2020 - Jun 2026 Ceased
Aug 2015 - Aug 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register