Financial Adviser
· SYDNEY, NSW
Daniel Williams
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258642
Daniel Williams is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry. Daniel is currently authorised under Count Financial Limited. 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.
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
2013
Diploma of Financial Planning
Pinnacle Financial Services Academy
2015
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2021
Accredited Aged Care Professional
Aged Care Steps
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not authorised in SMSF
SECURITOR FINANCIAL GROUP PTY LIMITED
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register