Daniel Lawton
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008794
- Location
- Sydney NSW 2000
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 6 May 2024
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), International Institute of Technology Pty Ltd (IIT) (2011); Diploma of Finance and Mortgage Broking Management, International Institute of Technology Pty Ltd (IIT) (2013); Self Managed Superannuation Funds, Kaplan Professional (2014); Advanced Diploma of Financial Planning, Kaplan Professional (2015); Margin Lending, Kaplan Professional (2015); Graduate Diploma of Financial Planning, Charles Sturt University (2022)
- 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 Lawton
On the Financial Advisers Register kept by ASIC, Daniel Lawton appears as a current financial adviser in Sydney, New South Wales, adviser number 001008794.
The licensee Daniel advises under is Fiducian Financial Services Pty Ltd (AFS licence 231103). The current authorisation started on 6 May 2024.
According to the register, Daniel first provided financial advice in 2011. The qualifications listed for Daniel include Diploma of Financial Services (Financial Planning) (International Institute of Technology Pty Ltd (IIT), 2011), Diploma of Finance and Mortgage Broking Management (International Institute of Technology Pty Ltd (IIT), 2013) and Self Managed Superannuation Funds (Kaplan Professional, 2014).
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.
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Questions people ask
Is Daniel Lawton a registered financial adviser?
Yes. Daniel Lawton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008794.
Which licensee does Daniel Lawton work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can Daniel Lawton 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.