Daniel James Corbett
Financial Adviser in Sydney, New South Wales, Australia
Review Daniel James Corbett
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 number001002093
- Location
- Sydney NSW 2000
- Licensee
- King of the Mountain Financial Advice Pty Ltd (AFSL 524853)
- Authorised since
- 2 July 2021
- First provided advice
- 1999
- Qualifications
- Responsible Manager Masterclass, KAPLAN (2011); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2012); Graduate Diploma of Financial Planning, Kaplan (2014); Accredited Listed Product Adviser Program, KAPLAN (2016); Tier 1 Margin Lending, KAPLAN (2016); FASEA Exam, FASEA (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 Daniel James Corbett
Daniel James Corbett is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001002093).
Advice is given under the Australian financial services licence of King of the Mountain Financial Advice Pty Ltd, licence number 524853. The current authorisation started on 2 July 2021.
According to the register, Daniel first provided financial advice in 1999. Qualifications and training on file include Responsible Manager Masterclass (KAPLAN, 2011), Self Managed Superannuation Funds (Kaplan Education Pty Ltd, 2012) and Graduate Diploma of Financial Planning (Kaplan, 2014). Daniel is recorded as a member of 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.
Reviews
Nobody has reviewed Daniel James Corbett here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Daniel James Corbett a registered financial adviser?
Yes. Daniel James Corbett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002093.
Which licensee does Daniel James Corbett work under?
King of the Mountain Financial Advice Pty Ltd, Australian financial services licence 524853.
What can Daniel James Corbett 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.