Daniel James Abela
Financial Adviser in Wollongong, New South Wales, Australia
Review Daniel James Abela
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 number001001191
- Location
- Wollongong NSW 2500
- Licensee
- Symes Warne & Associates Pty Ltd (AFSL 241050)
- Authorised since
- 30 December 2003
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce (Economics), University of Wollongong (1999); Masters of Commerce (Financial Planning), University of Western Sydney (2003); Certified Financial Planner, FAAA (2005)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 James Abela
Daniel James Abela is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wollongong, New South Wales (adviser number 001001191).
Advice is given under the Australian financial services licence of Symes Warne & Associates Pty Ltd, licence number 241050. The current authorisation started on 30 December 2003.
The register records 2000 as the year Daniel first provided financial advice. The qualifications listed for Daniel include Bachelor of Commerce (Economics) (University of Wollongong, 1999), Masters of Commerce (Financial Planning) (University of Western Sydney, 2003) and Certified Financial Planner (FAAA, 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Daniel James Abela here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Daniel James Abela a registered financial adviser?
Yes. Daniel James Abela is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001191.
Which licensee does Daniel James Abela work under?
Symes Warne & Associates Pty Ltd, Australian financial services licence 241050.
What can Daniel James Abela give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.