Financial Adviser
· WEST PERTH, WA
Daniel Morcombe
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311943
Daniel Morcombe is a financial adviser based in West Perth, Western Australia, with 24 years of experience in the financial services industry. Daniel is currently authorised under O&i Wealth 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 Science (Agriculture) from University of Western Australia. 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
1996
Bachelor of Science (Agriculture)
University of Western Australia
2005
Diploma of Financial Planning
FPA
2010
Margin Lending & Geared Investments
Kaplan
2010
Self Managed Super Funds
Kaplan