Data sourced from ASIC Financial Advisers Register
Financial Adviser · PARRAMATTA, NSW

Daniel James Robertson

19 Years experience
Tax advice
authorised
Currently at
Aware Financial Services Australia Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001006375

Daniel James Robertson is a financial adviser based in Parramatta, New South Wales, with 19 years of experience in the financial services industry. Daniel is currently authorised under Aware Financial Services Australia 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 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

Restrictions: 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.

Authorised to provide tax financial advice services

Qualifications and Training

2001
Bachelor of Business (Economics & Finance)
RMIT
2003
Master of Financial Planning
Royal Melbourne Institute of Technology
2008
Certified Financial Planner
Financial Planning Association (FPA)
2013
Bachelor of Accounting
University of South Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Accredited Aged Care Professional
Aged Care Steps

Registration History

Aware Financial Services Australia Limited
Dec 2019 - Present Current
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.
Aware Financial Services Australia Limited
May 2016 - Nov 2019 Ceased
Industry Fund Services Limited
Jun 2008 - Jan 2016 Ceased

Source: ASIC Financial Advisers Register