Daniel Perkins
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003621
- Location
- Chatswood NSW 2067
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2003); RG146 Margin Lending, MLC ThreeSixty (2010); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2011); SMSF Association, SMSF Specialist Adviser (SSA) (2011); Master of Business Administration, Western Sydney University (2017)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Perkins
Daniel Perkins is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 001003621).
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. The current authorisation started on 1 June 2021.
According to the register, Daniel first provided financial advice in 2001. Qualifications and training on file include Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2003), RG146 Margin Lending (MLC ThreeSixty, 2010) and Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
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 Perkins a registered financial adviser?
Yes. Daniel Perkins is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003621.
Which licensee does Daniel Perkins work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Daniel Perkins 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.