Financial Adviser
· BRISBANE CITY, QLD
Daniel William James
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270310
Daniel William James is a financial adviser based in Brisbane City, Queensland, with 8 years of experience in the financial services industry. Daniel is currently authorised under Walshs Financial Planning 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 Masters of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Restrictions: Is not able to give advice on Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
Graduate Diploma of Financial Planning
Kaplan
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
Masters of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Is not able to give advice on Margin Lending
Source: ASIC Financial Advisers Register