Financial Adviser
· MELBOURNE, VIC
John Daniel Purl
No disciplinary history on record with ASIC
MELBOURNE,
VIC
15
Years experience
ASIC Registered · ADV 000473023
About John Daniel Purl
John Daniel Purl is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry since 2011. John is currently authorised under Mutual Trust. John holds authorisations to advise on superannuation, managed investments, securities and deposit products. John's qualifications include a Bachelor of Commerce from University of South Australia. John is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Managed Investments
Securities
Deposit Products
Qualifications and Training
2004
Bachelor of Commerce
University of South Australia
2006
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Advanced Diploma of Financial Planning (Financial Planning)
Kaplan Professional Education
2010
Margin Lending Accreditation Program
Deakin Prime
2010
Self Managed Superannuation Funds
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional Education
2025
Sustainable Investment Advice
Responsible Investment Association Australia
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register