Daniel Gillian Sobraty
Financial Adviser in Barangaroo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259982
- Location
- Barangaroo NSW 2000
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 10 June 2020
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce, University of Western Sydney (1997); Graduate Diploma in Financial Planning, Securities Institute (2001); Certified Financial Planning, Financial Planning Association (2002); Diploma of Financial Planning, Pinnacle Financial Services Academy (2013)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Gillian Sobraty
On the Financial Advisers Register kept by ASIC, Daniel Gillian Sobraty appears as a current financial adviser in Barangaroo, New South Wales, adviser number 000259982.
Daniel provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 10 June 2020.
According to the register, Daniel first provided financial advice in 2000. The qualifications listed for Daniel include Bachelor of Commerce (University of Western Sydney, 1997), Graduate Diploma in Financial Planning (Securities Institute, 2001) and Certified Financial Planning (Financial Planning Association, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Gillian Sobraty a registered financial adviser?
Yes. Daniel Gillian Sobraty is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259982.
Which licensee does Daniel Gillian Sobraty work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Daniel Gillian Sobraty 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.