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

Daniel Garry O'rourke

SYDNEY, NSW
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000323833
Licensee
Psk Advisory Services
Sydney, NSW (licence address on ASIC register)
View licensee

About Daniel Garry O'rourke

Daniel Garry O'rourke is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry since 2005. Daniel is currently authorised under Psk Advisory Services. 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 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 Margin Lending

Restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Services (Financial Planning) (Historical SIA / FINSIA)
Kaplan Professional
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Jun 2012 - Present Current
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
TYNAN MACKENZIE PTY LTD
Jun 2012 - Jun 2019 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Ri Advice Group Pty Ltd
Apr 2010 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register