Financial Adviser
· MELBOURNE, VIC
Daniel Ross Rickard
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001259567
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Verse Wealth Licensee Services
About Daniel Ross Rickard
Daniel Ross Rickard is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Daniel works at Verse Wealth, which is licensed through Verse Wealth Licensee Services. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Master of Financial Planning from Griffith University. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
Master of Financial Planning
Griffith University
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional