Financial Adviser
· SYDNEY, NSW
Daniel John Creagan
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269941
Daniel John Creagan 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 William Buck Wealth Advisors (NSW) 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 Master of Applied Finance (Financial Planning) from Charles Sturt 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Economics (Finance & Econometrics)
University of New South Wales
2014
Diploma of Financial Planning
Kaplan Education Pty Limited
2017
Master of Applied Finance (Financial Planning)
Charles Sturt University
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
Certificate IV in Finance and Mortgage Broking
Kaplan Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register