Financial Adviser
· EIGHT MILE PLAINS, QLD
Daniel Pittard
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002918
Daniel Pittard is a financial adviser based in Eight Mile Plains, Queensland, with 17 years of experience in the financial services industry. Daniel is currently authorised under Sandstone Wealth Management 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). Daniel holds a Diploma of Financial Services (Financial Planning) from Kaplan Education. 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
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Kaplan Education
Registration History
Direct Equities excludes direct equities advice and SMSF excludes SMSF advice
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
SUNCORP FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register