Financial Adviser
· NORTH SYDNEY, NSW
Daniel Frederick Clarke
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272751
About Daniel Frederick Clarke
Daniel Frederick Clarke is a financial adviser based in North Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Daniel is currently authorised under Fortnum Advice. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Graduate Diploma of Financial Planning from Griffith University. 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
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
TASACLv2 Commercial Law
Kaplan Professional
2020
Behavioural Finance and Wealth Mgt
Behavioural Finance - Griffith University
2020
Ethics and Professionalism in Financial Advice
Ethics - Griffith University
2021
7232AFE Investments
Griffith University
2021
Accredited Aged Care Professional
Aged Care Steps
2021
Graduate Diploma of Financial Planning
Griffith University
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Advice on superannuation excludes self managed superannuation funds
Source: ASIC Financial Advisers Register