Financial Adviser · FORTITUDE VALLEY, QLD

Daniel Gratton-wilson

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001237910

Daniel Gratton-wilson is a financial adviser based in Fortitude Valley, Queensland, with 11 years of experience in the financial services industry. Daniel is currently authorised under Macquarie Bank Limited. Daniel holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2016
Bachelor of Commerce
Griffith University
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited

Registration History

Dec 2023 - Present Current
Dec 2018 - Oct 2023 Ceased
Authorised to manage MDAs on a discretionary basis i.e.an Authorised Investment Manager (AIM).
Mar 2016 - Nov 2018 Ceased
PULSE MARKETS PTY LTD
Dec 2015 - Feb 2016 Ceased

Source: ASIC Financial Advisers Register