Financial Adviser
· NORTH SYDNEY, NSW
Danny Orlando
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001266948
About Danny Orlando
Danny Orlando is a financial adviser based in North Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Danny is currently authorised under Grimsey Wealth, operating through Grimsey Wealth (Nsw). Danny holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Danny's qualifications include a Bachelor of Commerce (Accounting) from Macquarie University. Danny is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Derivatives
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Finsia
2010
Bachelor of Commerce (Accounting)
Macquarie University
2021
Ethics for Financial Services
Ethics - Deakin University
2022
Graduate Diploma of Financial Planning
Kaplan Professional