Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORTH WOLLONGONG, NSW

Daniel Cheung

26 Years experience
Tax advice
authorised
Currently at
Psk Advisory Services Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001005855

Daniel Cheung is a financial adviser based in North Wollongong, New South Wales, with 26 years of experience in the financial services industry. Daniel is currently authorised under Psk Advisory 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 Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). 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

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

1999
Bachelor of Commerce (Finance & Economics)
University of Western Sydney
2004
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)
Kaplan Professional
2007
Diploma of Financial Services (Financial Planning
Kaplan Professional
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
CFP Certification Program
Financial Advice Association Australia (FAAA)
2011
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
FPE010 Aged Care
Kaplan Professional
2025
TASACL Commercial Law
Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Mar 2023 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Psk Advisory Services Pty Ltd
Apr 2021 - Mar 2023 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
ENERGY INDUSTRIES SUPERANNUATION SCHEME PTY LIMITED
May 2020 - Mar 2021 Ceased
Aware Financial Services Australia Limited
Oct 2012 - Nov 2019 Ceased
Keystone Financial Planning Pty Limited
Oct 2011 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register