Financial Adviser
· SOUTH PERTH, WA
Daniel Lindsay Travis Poultney
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000292829
Daniel Lindsay Travis Poultney is a financial adviser based in South Perth, Western Australia, with 21 years of experience in the financial services industry. Daniel is currently authorised under Dynami Financial 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 Bachelor of Commerce (Financial Planning) from Curtin 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
2005
Bachelor of Commerce (Financial Planning)
Curtin University
2006
Self Managed Superannuation Funds
Tribeca
2010
Margin Lending and Geared Investments
Kaplan
2011
Fellow, Chartered Financial Practitioner
Mentor Education Group
2020
Financial Adviser Exam
FASEA
Registration History
SPECIALIST ADVICE SERVICES PTY LTD
IDPS Only
SPECIALIST ADVICE SERVICES PTY LTD
Source: ASIC Financial Advisers Register