Daniel John Williams
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001261870
- Location
- Sydney NSW 2000
- Licensee
- Zebra Financial Services Pty Ltd (AFSL 512864)
- Authorised since
- 13 December 2023
- First provided advice
- 2018
- Qualifications
- Tier 1 Margin Lending, Kaplan Professional (2017); Self Managed Superannuation Funds, Kaplan Professional (2018); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- 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 John Williams
On the Financial Advisers Register kept by ASIC, Daniel John Williams appears as a current financial adviser in Sydney, New South Wales, adviser number 001261870.
The licensee Daniel advises under is Zebra Financial Services Pty Ltd (AFS licence 512864). The current authorisation started on 13 December 2023.
According to the register, Daniel first provided financial advice in 2018. The qualifications listed for Daniel include Tier 1 Margin Lending (Kaplan Professional, 2017), Self Managed Superannuation Funds (Kaplan Professional, 2018) and Graduate Diploma of Financial Planning (Kaplan Professional, 2021).
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 John Williams a registered financial adviser?
Yes. Daniel John Williams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001261870.
Which licensee does Daniel John Williams work under?
Zebra Financial Services Pty Ltd, Australian financial services licence 512864.
What can Daniel John Williams 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.