Financial Adviser
· SYDNEY, NSW
Daniel James Corbett
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002093
Daniel James Corbett is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry. Daniel is currently authorised under King Of The Mountain Financial Advice 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 Responsible Manager Masterclass from Regulation & Legal Obligations - KAPLAN. 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
Authorised to provide tax financial advice services
Qualifications and Training
2011
Responsible Manager Masterclass
Regulation & Legal Obligations - KAPLAN
2012
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2014
Graduate Diploma of Financial Planning
Kaplan
2016
Accredited Listed Product Adviser Program
KAPLAN
2016
Tier 1 Margin Lending
2021
FASEA Exam
Ethics - FASEA
Registration History
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
GUILD SUPERANNUATION SERVICES LIMITED
CHIFLEY FINANCIAL SERVICES PTY LTD
FUTUREPLUS FINANCIAL SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register