Financial Adviser · ORANGE, NSW

Daniel Crump

21 Years experience
Tax advice
authorised
Currently at
Tamworth, NSW
ASIC Registered · ADV 001237313

Daniel Crump is a financial adviser based in Orange, New South Wales, with 21 years of experience in the financial services industry. Daniel is currently authorised under Catalpa 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 from Financial Planning Association (FPA). 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

2002
Bachelor of Business (Finance/Legal Studies)
Charles Sturt University
2006
Diploma of Financial Planning
Deakin University/FPA
2015
Certified Financial Planner
Financial Planning Association (FPA)

Registration History

Mar 2022 - Present Current
Aug 2021 - Mar 2022 Ceased
Sep 2020 - Aug 2021 Ceased
Dec 2019 - Sep 2020 Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Jan 2005 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register