Financial Adviser
· THURGOONA, NSW
Daniel Lawrence Findlay
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000232653
Daniel Lawrence Findlay is a financial adviser based in Thurgoona, New South Wales, with 29 years of experience in the financial services industry. Daniel is currently authorised under Advocate Advisory 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 Diploma of Financial Planning from Financial Planning Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2012
Self Managed Superannuation Funds
Kaplan Professional
2025
Commercial Law
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional
Registration History
RED PANDA FUTURE WEALTH PTY LTD
Nil Restrictions.
NEXT GENERATION ADVICE PTY LTD
One off licensee approval is required for all products which are not on the approved product list. - Cannot provide financial product advice in relation to self-managed superannuation funds.
FINANCIAL STEWARDS PTY LTD
GWM ADVISER SERVICES PTY LTD
DOVER FINANCIAL ADVISERS PTY LTD
ACTUATE ADVICE SOLUTIONS LTD
Source: ASIC Financial Advisers Register