Daniel Francis Winberg
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000289063
- Location
- Chatswood NSW 2067
- Licensee
- Forest Wealth Holdings Pty Ltd (AFSL 700376)
- Authorised since
- 1 September 2026
- First provided advice
- 2006
- Qualifications
- Advanced Diploma in Financial Services (Financial Planning), Tribeca (2005); Diploma Financial Services (Financial Planning), Tribeca (2005); Diploma of Financial Services (Financial Planning), Tribeca (2005); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2010); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2012); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2018); Master of Financial Planning, Kaplan Higher Education Pty Limited (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- 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 Daniel Francis Winberg
Daniel Francis Winberg is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 000289063).
Advice is given under the Australian financial services licence of Forest Wealth Holdings Pty Ltd, licence number 700376. The current authorisation started on 1 September 2026.
The register records 2006 as the year Daniel first provided financial advice. Qualifications and training on file include Advanced Diploma in Financial Services (Financial Planning) (Tribeca, 2005), Diploma Financial Services (Financial Planning) (Tribeca, 2005) and Diploma of Financial Services (Financial Planning) (Tribeca, 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Daniel 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.
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Questions people ask
Is Daniel Francis Winberg a registered financial adviser?
Yes. Daniel Francis Winberg is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000289063.
Which licensee does Daniel Francis Winberg work under?
Forest Wealth Holdings Pty Ltd, Australian financial services licence 700376.
What can Daniel Francis Winberg 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.