Financial Adviser
· VICTORIA POINT, QLD
Brian Raymond John Daley
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244772
Brian Raymond John Daley is a financial adviser based in Victoria Point, Queensland, with 25 years of experience in the financial services industry. Brian is currently authorised under Synchron Advice Pty Ltd. Brian 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. Brian 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
2000
Bachelor of Commerce
Griffith University
2006
Graduate Diploma of Financial Planning
Finsia
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan Professional
2021
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Restricted from giving advice in Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register