Brian Raymond John Daley
Financial Adviser in Victoria Point, Queensland, Australia
Review Brian Raymond John Daley
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000244772
- Location
- Victoria Point QLD 4165
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 1 July 2023
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, Griffith University (2000); Graduate Diploma of Financial Planning, Finsia (2006); Margin Lending and Geared Investments, Kaplan Professional (2010); Self Managed Superannuation Funds, Kaplan Professional (2012); Ethics & Professionalism in Financial Advice, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Brian Raymond John Daley
On the Financial Advisers Register kept by ASIC, Brian Raymond John Daley appears as a current financial adviser in Victoria Point, Queensland, adviser number 000244772.
Advice is given under the Australian financial services licence of Synchron Advice Pty Ltd, licence number 243313. The current authorisation started on 1 July 2023.
According to the register, Brian first provided financial advice in 2001. The qualifications listed for Brian include Bachelor of Commerce (Griffith University, 2000), Graduate Diploma of Financial Planning (Finsia, 2006) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Brian is recorded as a member of Financial Advice Association of Australia (FAAA).
Brian is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Brian Raymond John Daley here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Brian Raymond John Daley a registered financial adviser?
Yes. Brian Raymond John Daley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000244772.
Which licensee does Brian Raymond John Daley work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Brian Raymond John Daley give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.