Financial Adviser
· BARANGAROO, NSW
Daniel Gillian Sobraty
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259982
Daniel Gillian Sobraty is a financial adviser based in Barangaroo, New South Wales, with 26 years of experience in the financial services industry. Daniel is currently authorised under Lifespan Financial Planning Pty Ltd. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Western Sydney. 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
1997
Bachelor of Commerce
University of Western Sydney
2001
Graduate Diploma in Financial Planning
Securities Institute
2002
Certified Financial Planning
Financial Planning Association
2013
Diploma of Financial Planning
Pinnacle Financial Services Academy
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Superannuation includes Self-Managed Superannuation
A.C.N. 140 520 225 PTY LTD
GUARDIANFP PTY LIMITED
AAA FINANCIAL INTELLIGENCE LTD
AAA SHARES PTY LTD
IFA SECURITIES PTY LTD
Source: ASIC Financial Advisers Register