Financial Adviser
· COOLUM BEACH, QLD
Danielle Culkin
No disciplinary history on record with ASIC
COOLUM BEACH,
QLD
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000423743
Danielle Culkin is a financial adviser based in Coolum Beach, Queensland, with 14 years of experience in the financial services industry since 2012. Danielle is currently authorised under Synchron Advice, operating through Orion Enterprises (Cairns). Danielle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Danielle's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd.
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
2012
Diploma of Financial Services
Integrity Education Group Pty Ltd
2015
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2022
FPE016 Self Managed Superannuation Funds
Kaplan Higher Education Pty Ltd
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register