Financial Adviser
· TOOWOOMBA, QLD
Daniel Peter Marks
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000291049
Daniel Peter Marks is a financial adviser based in Toowoomba, Queensland, with 26 years of experience in the financial services industry. Daniel is currently authorised under Dp Wealth Advisory 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 Graduate Diploma 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Advising
Securities Institute
2005
Diploma of Financial Services
Financial Planning
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited