Financial Adviser
· BRISBANE, QLD
Daniel Prokopczak
No disciplinary history on record with ASIC
BRISBANE,
QLD
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003484
About Daniel Prokopczak
Daniel Prokopczak is a financial adviser based in Brisbane, Queensland, with 19 years of experience in the financial services industry since 2007. Daniel is currently authorised under Infocus Securities Australia. 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 Kaplan Professional. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business (Banking and Finance)
Queensland University of Technology
2009
Graduate Diploma of Applied Finance (Major in Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan Professional
2014
Master of Applied Finance
Kaplan Professional
Registration History
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register