Financial Adviser
· SYDNEY, NSW
Daniel James O'connell
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304429
Daniel James O'connell is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry. Daniel is currently authorised under Canaccord Genuity Financial 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 Master of Financial Planning from Western Sydney University.
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
2018
Bachelor of Commerce
University of Canberra
2022
Master of Financial Planning
Western Sydney University
2023
Financial Adviser Exam
ASIC
Registration History
Source: ASIC Financial Advisers Register