Financial Adviser
· SYDNEY, NSW
Daniel Kirk
No disciplinary history on record with ASIC
SYDNEY,
NSW
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001300882
About Daniel Kirk
Daniel Kirk is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry since 2023. Daniel is currently authorised under Wealth Today, operating through Vesta Wealth Partners. 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 Graduate Diploma 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
Authorised to provide tax financial advice services
Qualifications and Training
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
SuperConcepts & ICFS Specialist SMSF Course
The University of Adelaide
Registration History
Excluding Standard Margin Lending
Excludes SMSF
Source: ASIC Financial Advisers Register