Financial Adviser · MANLY, NSW

Daniel William Brown

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004065

Daniel William Brown is a financial adviser based in Manly, New South Wales, with 13 years of experience in the financial services industry. Daniel is currently authorised under Futuro 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 Graduate Diploma of Financial Planning from Kaplan Professional. 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 Derivatives Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2013
Diploma of Financial Planning
Kaplan Professional
2020
Accredited Listed Product Adviser Program
Kaplan Professional
2020
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Self Managed Superannuation Funds
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Aug 2019 - Present Current
May 2019 - Aug 2019 Ceased
Sep 2013 - May 2019 Ceased
Not authorised to provide personal advice on Securities, Standard Margin Lending

Source: ASIC Financial Advisers Register