Financial Adviser
· SYDNEY, NSW
Daniel Lawton
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008794
Daniel Lawton is a financial adviser based in Sydney, New South Wales, with 15 years of experience in the financial services industry. Daniel is currently authorised under Fiducian Financial Services 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 Charles Sturt University.
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
2011
Diploma of Financial Services (Financial Planning)
International Institute of Technology Pty Ltd (IIT)
2013
Diploma of Finance and Mortgage Broking Management
International Institute of Technology Pty Ltd (IIT)
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Charles Sturt University
Registration History
Not authorised in Margin Lending
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
ROMAD FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register