Financial Adviser
· RHODES, NSW
Daniel James Bryant
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001009423
Daniel James Bryant is a financial adviser based in Rhodes, New South Wales, with 11 years of experience in the financial services industry. Daniel is currently authorised under Fortnum Private Wealth 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 Advice Association Australia. 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce in Finance and Taxation
The University of New South Wales
2010
Bachelor of Economics in Economics
The University of New South Wales
2010
LEGT1711 Legal eniroment of commerce
The University of New South Wales
2010
LEGT2751 Business Taxation
The University of New South Wales
2014
FNS50611 Diploma of Financial Planning
Kaplan Professional Education
2019
Certified Financial Planner
Financial Advice Association Australia
2021
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Securities - Limited to Tier 1 securities advice and Superannuation excludes Self-Managed Superannuation Fund advice.
Advice on superannuation excludes self-managed superannuation funds
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register