Financial Adviser · BRISBANE, QLD

Daniel Friend

20 Years experience
Tax advice
authorised
Currently at
Melbourne, VIC
ASIC Registered · ADV 001003264

Daniel Friend is a financial adviser based in Brisbane, Queensland, with 20 years of experience in the financial services industry. Daniel is currently authorised under Sira Group 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 Bachelor of Commerce from Griffith 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

1998
Bachelor of Commerce
Griffith University
2006
Diploma of Financial Planning
Kaplan Professional Education
2010
Advanced Diploma of Financial Planning
PS146 Training Australia
2010
Margin Lending and Geared Investments
Kaplan Professional
2010
Self Managed Superannuation Funds
Kaplan Professional

Registration History

Jul 2019 - Present Current
Jul 2006 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register