Financial Adviser · EIGHT MILE PLAINS, QLD

Daniel Pittard

EIGHT MILE PLAINS, QLD

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002918

Currently at

Sandstone Wealth Management

Eight Mile Plains, QLD (firm address)

View firm profile

About Daniel Pittard

Daniel Pittard is a financial adviser based in Eight Mile Plains, Queensland, with 17 years of experience in the financial services industry since 2009. Daniel is currently authorised under Sandstone Wealth Management. 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 Diploma of Financial Services (Financial Planning) from Kaplan Education. 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

2008

Diploma of Financial Services (Financial Planning)

Kaplan Education

2026

SuperConcepts Specialist SMSF Online Course

Adelaide University & SuperConcepts

Registration History

Sandstone Wealth Management Pty Ltd

Nov 2024 - Present Current

Infocus Securities Australia Pty Ltd

Nov 2019 - Oct 2024 Ceased

Direct Equities excludes direct equities advice and SMSF excludes SMSF advice

Commonwealth Financial Planning Limited

Apr 2012 - Oct 2019 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

SUNCORP FINANCIAL SERVICES PTY LTD

Feb 2010 - Feb 2012 Ceased

Source: ASIC Financial Advisers Register