Financial Adviser · SYDNEY, NSW

Daniel James Hill

SYDNEY, NSW

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001256936

Currently at

Profile Financial Services

Parramatta, NSW (firm address)

View firm profile

About Daniel James Hill

Daniel James Hill is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry since 2017. Daniel is currently authorised under Profile Financial Services. 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 Applied Finance from Macquarie University. Daniel 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 - limited to old law securities options contracts and warrants

Authorised to provide tax financial advice services

Qualifications and Training

2016

Diploma of Financial Planning

Kaplan Professional

2016

Graduate Certificate of Finance

Macquarie University

2017

Advanced Diploma of Financial Planning

Kaplan Professional

2017

Tax for financial advising

Kaplan Professional

2018

Commercial Law

Kaplan Professional

2018

Master of Applied Finance

Macquarie University

2018

Self Managed Superannuation Funds

Kaplan Professional

2025

Ethics and Professionalism in Financial Advice

Kaplan Professional

Registration History

Profile Financial Services Pty Ltd

Feb 2023 - Present Current

Derivatives - limited to old law securities options contracts and warrants

SMARTMONDAY SOLUTIONS PTY LTD

May 2019 - Aug 2021 Ceased

Authorised Representative is restricted to providing financial advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) Investment Life Insurance Products and (b) Life Risk Insurance Products, Managed Investment Schemes including IDPS, Securities and Superannuation.

Fitzpatricks Private Wealth Pty Ltd

Jul 2017 - May 2019 Ceased

Source: ASIC Financial Advisers Register