Financial Adviser
· CROYDON, SA
Robert Daniel
No disciplinary history on record with ASIC
CROYDON,
SA
45
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000255870
About Robert Daniel
Robert Daniel is a financial adviser based in Croydon, South Australia, with 45 years of experience in the financial services industry since 1981. Robert is currently authorised under Insight Investment Partners. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from International Institute of Technology Pty Ltd (IIT).
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
Diploma of Financial Services (Financial Planning)
Integratec (Australia) Pty Ltd
2010
Advanced Diploma of Financial Services (Financial Planning)
International Institute of Technology Pty Ltd (IIT)
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
AFFINIA FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register