Financial Adviser
· NORTH SYDNEY, NSW
Dan Wei
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000466811
Dan Wei is a financial adviser based in North Sydney, New South Wales, with 12 years of experience in the financial services industry. Dan is currently authorised under Gabcus Investment Pty Ltd. Dan 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 Professional Accounting from Central Queensland University (CQU). Dan is a member of MFAA - Mortgage & Finance Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Business
Macquarie University
2006
Master of Professional Accounting
Central Queensland University (CQU)
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Diploma of Finance and Mortgage Broking Management
National Finance Institute
2016
Advanced Diploma of Financial Planning
Kaplan Professional
Registration History
CMH FINANCIAL GROUP PTY LTD
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register