Financial Adviser
· BENDIGO, VIC
Daniel William Nalder
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000582
Daniel William Nalder is a financial adviser based in Bendigo, Victoria, with 13 years of experience in the financial services industry. Daniel is currently authorised under Strategem Investment Services 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 Ltd. 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
2018
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2021
Accredited Age Care Professional
Aged Care Steps
Registration History
Source: ASIC Financial Advisers Register