Financial Adviser · PARKHURST, QLD

Daniel Ferricks

PARKHURST, QLD
5 Years experience
Tax advice
authorised
ASIC Registered · ADV 001284534
Currently at
Bundall, QLD (firm address)

Daniel Ferricks is a financial adviser based in Parkhurst, Queensland, with 5 years of experience in the financial services industry since 2021. Daniel is currently authorised under Alliance Wealth, operating through Daydream Financial. 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 of Accounting (Financial Planning) from Central Queensland University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2018
Bachelor of Accounting (Financial Planning)
Central Queensland University
2023
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education

Registration History

Jul 2023 - Present Current
TRAVECTIO ADVISORY PTY LTD
Oct 2020 - Feb 2023 Ceased

Source: ASIC Financial Advisers Register