Financial Adviser
· BRISBANE CITY, QLD
Daniel Partridge
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007785
Daniel Partridge is a financial adviser based in Brisbane City, Queensland, with 20 years of experience in the financial services industry. Daniel is currently authorised under Pitcher Partners Wealth Management Pty Ltd. Daniel holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Masters in Financial Planning from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Advanced Diploma of Financial Services (Financial Planning)
GWM Adviser Services Limited
2007
Superannuation and Planning
FINSIA
2011
Margin Lending and Geared Investments
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan Professional
2018
Masters in Financial Planning
Griffith University
2025
Tax for Financial Advising
Kaplan
Registration History
Government Debentures, Stocks or Bonds - Class of Product Advice Only ; Securities - Class of Product Advice Only ; Superannuation - SMSF Advice Restriction
SENTINEL PRIVATE WEALTH PTY LTD
Source: ASIC Financial Advisers Register