Financial Adviser · DIANELLA, WA

Daniel Peter Etherington

DIANELLA, WA
32 Years experience
Tax advice
authorised
ASIC Registered · ADV 000230554
Currently at
Sydney, NSW (firm address)

About Daniel Peter Etherington

Daniel Peter Etherington is a financial adviser based in Dianella, Western Australia, with 32 years of experience in the financial services industry since 1994. Daniel is currently authorised under Paragem. 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 Certified Financial Planner from Financial Planning Association of Australia. Daniel is a member of Financial Advice Association of Australia (FAAA), SMSF Association and Tax Practitioners Board.

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

2001
Certified Financial Planner
Financial Planning Association of Australia
2001
Diploma of Financial Planning
Deakin University
2011
FNSASICR503A Provide Advice in Margin Lending
MLC
2017
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association

Registration History

Dec 2020 - Present Current
Jul 2016 - Dec 2020 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Jun 2004 - Jul 2016 Ceased

Source: ASIC Financial Advisers Register