Financial Adviser
· TORQUAY, VIC
Daniel Lawrence Twentyman
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000444357
Daniel Lawrence Twentyman is a financial adviser based in Torquay, Victoria, with 12 years of experience in the financial services industry. Daniel is currently authorised under Lifespan Financial Planning 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 Bachelor of Business (Applied Economics) from Victoria University of Technology. Daniel is a member of Profession of Independent Financial Advisers (PIFA).
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
1999
Bachelor of Business (Applied Economics)
Victoria University of Technology
2013
DPML Margin Lending
Pinnacle Financial Services Academy
2013
Diploma of Financial Planning
Pinnacle Financial Services Academy
2020
Ethics and Professionalism in Financial Advice
Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan
2024
SMSF Regulations and Taxation
Kaplan
Registration History
Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register