Daniel Lindsay Travis Poultney
Financial Adviser in South Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000292829
- Location
- South Perth WA 6151
- Licensee
- Dynami Financial Services Pty Ltd (AFSL 522830)
- Authorised since
- 1 September 2020
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce (Financial Planning), Curtin University (2005); Self Managed Superannuation Funds, Tribeca (2006); Margin Lending and Geared Investments, Kaplan (2010); Fellow, Chartered Financial Practitioner, Mentor Education Group (2011); Financial Adviser Exam, FASEA (2020)
- 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 Lindsay Travis Poultney
On the Financial Advisers Register kept by ASIC, Daniel Lindsay Travis Poultney appears as a current financial adviser in South Perth, Western Australia, adviser number 000292829.
Advice is given under the Australian financial services licence of Dynami Financial Services Pty Ltd, licence number 522830. The current authorisation started on 1 September 2020.
The register records 2005 as the year Daniel first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Financial Planning) (Curtin University, 2005), Self Managed Superannuation Funds (Tribeca, 2006) and Margin Lending and Geared Investments (Kaplan, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 Lindsay Travis Poultney a registered financial adviser?
Yes. Daniel Lindsay Travis Poultney is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000292829.
Which licensee does Daniel Lindsay Travis Poultney work under?
Dynami Financial Services Pty Ltd, Australian financial services licence 522830.
What can Daniel Lindsay Travis Poultney 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.