Daniel Lawrence Twentyman
Financial Adviser in Torquay, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000444357
- Location
- Torquay VIC 3228
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 1 July 2020
- First provided advice
- 2014
- Qualifications
- Bachelor of Business (Applied Economics), Victoria University of Technology (1999); DPML Margin Lending, Pinnacle Financial Services Academy (2013); Diploma of Financial Planning, Pinnacle Financial Services Academy (2013); Ethics and Professionalism in Financial Advice, Kaplan (2020); Graduate Diploma of Financial Planning, Kaplan (2022); SMSF Regulations and Taxation, Kaplan (2024)
- Memberships
- Profession of Independent Financial Advisers (PIFA)
- 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 Lawrence Twentyman
Daniel Lawrence Twentyman is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Torquay, Victoria (adviser number 000444357).
Daniel provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. The current authorisation started on 1 July 2020.
The register records 2014 as the year Daniel first provided financial advice. The qualifications listed for Daniel include Bachelor of Business (Applied Economics) (Victoria University of Technology, 1999), DPML Margin Lending (Pinnacle Financial Services Academy, 2013) and Diploma of Financial Planning (Pinnacle Financial Services Academy, 2013). Professional memberships recorded: Profession of Independent Financial Advisers (PIFA).
The authorisation covers advice 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.
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Questions people ask
Is Daniel Lawrence Twentyman a registered financial adviser?
Yes. Daniel Lawrence Twentyman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000444357.
Which licensee does Daniel Lawrence Twentyman work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Daniel Lawrence Twentyman 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.