Financial Adviser · NORTH SYDNEY, NSW

Daniel Dong-sun Kwak

8 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001268867

Daniel Dong-sun Kwak is a financial adviser based in North Sydney, New South Wales, with 8 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 Bachelor of Business and Commerce (Economics and Finance) from Western Sydney University.

Authorised to Advise On

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

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

2016

Bachelor of Business and Commerce (Economics and Finance)

Western Sydney University

2017

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

May 2025 - Present Current

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

Mufg Retire360 Pty Limited

Mar 2024 - Apr 2025 Ceased

Australian Financial Advisory Group Pty Ltd

Sep 2023 - Jan 2024 Ceased

Fitzpatricks Private Wealth Pty Ltd

Nov 2018 - Jun 2021 Ceased

Source: ASIC Financial Advisers Register