Financial Adviser
· SYDNEY, NSW
Daniel Kirk
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001300882
Daniel Kirk is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry. Daniel is currently authorised under Wealth Today 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
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
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
SuperConcepts & ICFS Specialist SMSF Course
The University of Adelaide
Registration History
Excluding Standard Margin Lending
Excludes SMSF
Source: ASIC Financial Advisers Register