Daniel James Walsh
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000725
- Location
- Sydney NSW 2000
- Licensee
- Jbwere Ltd (AFSL 341162)
- Authorised since
- 3 September 2026
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Planning, Financial Advice Association of Australia Limited (2003); Bachelor of Commerce (General Commerce), University of Southern Queensland (2009); Margin Lending and Geared Investments, Kaplan Professional (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Restriction
- Superannuation - Can only advise on a person's existing holding in a superannuation product
- Register status
- Current
About Daniel James Walsh
Daniel James Walsh is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001000725.
The licensee Daniel advises under is Jbwere Ltd (AFS licence 341162). That authorisation dates from 3 September 2026.
The register records 2003 as the year Daniel first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Advice Association of Australia Limited, 2003), Bachelor of Commerce (General Commerce) (University of Southern Queensland, 2009) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Daniel is recorded as a member of Financial Advice Association of Australia (FAAA).
Daniel is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending.
A further restriction is recorded on the register: “Superannuation – Can only advise on a person’s existing holding in a superannuation product.”
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Questions people ask
Is Daniel James Walsh a registered financial adviser?
Yes. Daniel James Walsh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000725.
Which licensee does Daniel James Walsh work under?
Jbwere Ltd, Australian financial services licence 341162.
What can Daniel James Walsh give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending. It also records this restriction: "Superannuation - Can only advise on a person's existing holding in a superannuation product."