Financial Adviser
· SYDNEY, NSW
Daniel James Walsh
No disciplinary history on record with ASIC
SYDNEY,
NSW
23
Years experience
ASIC Registered · ADV 001000725
About Daniel James Walsh
Daniel James Walsh is a financial adviser based in Sydney, New South Wales, with 23 years of experience in the financial services industry since 2003. Daniel is currently authorised under Jbwere. Daniel holds authorisations to advise on superannuation, managed investments, securities and deposit products. Daniel's qualifications include a Bachelor of Commerce (General Commerce) from University of Southern Queensland. Daniel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Qualifications and Training
2003
Diploma of Financial Planning
Financial Advice Association of Australia Limited
2009
Bachelor of Commerce (General Commerce)
University of Southern Queensland
2011
Margin Lending and Geared Investments
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register