Financial Adviser · BROADMEADOW, NSW

Daniel James Walsh

24 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000239513

Daniel James Walsh is a financial adviser based in Broadmeadow, New South Wales, with 24 years of experience in the financial services industry. Daniel is currently authorised under Akumin Financial Planning Pty Limited. 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2005

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2008

Accredited Listed Product Adviser (ASX ALPA) Program

Finsia

2009

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Oct 2025 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Alliance Wealth Pty Ltd

Nov 2019 - Sep 2021 Ceased

AIW DEALER SERVICES PTY LTD

May 2013 - Nov 2019 Ceased

GENESYS WEALTH ADVISERS PTY LIMITED

Nov 2003 - May 2013 Ceased

Source: ASIC Financial Advisers Register