Financial Adviser · SYDNEY, NSW

Daniel John Blatch

SYDNEY, NSW
15 Years experience
Tax advice
authorised
ASIC Registered · ADV 000434362
Currently at
Sydney, NSW (firm address)

About Daniel John Blatch

Daniel John Blatch is a financial adviser based in Sydney, New South Wales, with 15 years of experience in the financial services industry since 2011. Daniel is currently authorised under Imfg. 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 Bachelor Applied Science from University of Sydney. 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

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor Applied Science
University of Sydney
2008
Diploma Financial Services (Financial Planning) FNS50804
Kaplan Australia
2013
RG146 Margin Lending
MLC ThreeSixty
2020
Ethics and Professionalism in Advice
Ethics - Kaplan Professional

Registration History

Mar 2021 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Feb 2013 - Mar 2021 Ceased

Source: ASIC Financial Advisers Register