Financial Adviser
· CHATSWOOD, NSW
Daniel Perkins
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003621
Daniel Perkins is a financial adviser based in Chatswood, New South Wales, with 25 years of experience in the financial services industry. Daniel is currently authorised under Consultum Financial Advisers 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA). Daniel is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2003
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2010
RG146 Margin Lending
MLC ThreeSixty
2011
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2011
SMSF Association
SMSF Specialist Adviser (SSA)
2017
Master of Business Administration
Western Sydney University