Financial Adviser
· SYDNEY, NSW
Daniel Werner
No disciplinary history on record with ASIC
SYDNEY,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000468144
Practice
Woden, ACT (practice address on ASIC register)
Licensed through Financial Planning Advice Australia
About Daniel Werner
Daniel Werner is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry since 2014. Daniel works at Keystone Wealth, which is licensed through Financial Planning Advice Australia. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Commerce from Macquarie 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
2000
Bachelor of Commerce
Macquarie University
2010
Diploma of Financial Planning
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register