Financial Adviser
· CHATSWOOD, NSW
Daniel Francis Winberg
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000289063
Daniel Francis Winberg is a financial adviser based in Chatswood, New South Wales, with 20 years of experience in the financial services industry. Daniel is currently authorised under Millennium 3 Financial Services 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Advanced Diploma in Financial Services (Financial Planning)
Tribeca
2005
Diploma Financial Services (Financial Planning)
Tribeca
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2012
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2018
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
Master of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited