Financial Adviser
· SYDNEY, NSW
Daniel James Morrison
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269872
Daniel James Morrison is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Daniel is currently authorised under Unisuper Management 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 Bachelor of business (finance and economics) from Swinburne University. 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
2018
Advanced diploma of financial planning
Kaplan Professional
2018
Bachelor of business (finance and economics)
Swinburne University
2023
Ethics and professionalism in financial advice
Ethics - Kaplan Professional
2024
Commercial Law
Kaplan Professional