Daniel Morcombe
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000311943
- Location
- West Perth WA 6005
- Licensee
- O&i Wealth Pty Ltd (AFSL 538367)
- Authorised since
- 13 May 2022
- First provided advice
- 2002
- Qualifications
- Bachelor of Science (Agriculture), University of Western Australia (1996); Diploma of Financial Planning, FPA (2005); Margin Lending & Geared Investments, Kaplan (2010); Self Managed Super Funds, Kaplan (2010)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Morcombe
Daniel Morcombe is listed on ASIC’s Financial Advisers Register as a current financial adviser based in West Perth, Western Australia (adviser number 000311943).
Advice is given under the Australian financial services licence of O&i Wealth Pty Ltd, licence number 538367. That authorisation dates from 13 May 2022.
The register records 2002 as the year Daniel first provided financial advice. Qualifications and training on file include Bachelor of Science (Agriculture) (University of Western Australia, 1996), Diploma of Financial Planning (FPA, 2005) and Margin Lending & Geared Investments (Kaplan, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Daniel is authorised to advise 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 Morcombe a registered financial adviser?
Yes. Daniel Morcombe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000311943.
Which licensee does Daniel Morcombe work under?
O&i Wealth Pty Ltd, Australian financial services licence 538367.
What can Daniel Morcombe 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.