Financial Adviser
· WEST LEEDERVILLE, WA
Daisy Stella Egan
No disciplinary history on record with ASIC
WEST LEEDERVILLE,
WA
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001292026
Practice
West Leederville, WA (practice address on ASIC register)
Licensed through Strategic Finance Partners
About Daisy Stella Egan
Daisy Stella Egan is a financial adviser based in West Leederville, Western Australia, with 4 years of experience in the financial services industry since 2022. Daisy works at Everest Private Wealth, which is licensed through Strategic Finance Partners. Daisy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daisy's qualifications include a Bachelor of Commerce from Curtin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Not Authorised in Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce
Curtin University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan