Financial Adviser
· BATHURST, NSW
Daniel Sutton
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271269
Daniel Sutton is a financial adviser based in Bathurst, New South Wales, with 8 years of experience in the financial services industry. Daniel is currently authorised under Akambo 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 Accounting from Charles Sturt University. Daniel is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Tax Practioners 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
2013
Bachelor of Accounting
Charles Sturt University
2015
CA
Chartered Accountants Ausralia & New Zealand
2018
Insurance
CPA Australia
2019
Diploma Financial Planning
Integrity Education
2020
RG146 Specialist
2025
FPC002B Ethics and Professionalism in Financial Planning
Ethics - Kaplan
2025
FPC007B Client Enagagement Skills
Behavioural Finance - Kaplan