Daniel Peter Marks
Financial Adviser in Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000291049
- Location
- Toowoomba QLD 4350
- Licensee
- DP Wealth Advisory Pty Ltd (AFSL 277493)
- Authorised since
- 27 May 2005
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Advising, Securities Institute (2003); Diploma of Financial Services, Financial Planning (2005); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (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 Peter Marks
On the Financial Advisers Register kept by ASIC, Daniel Peter Marks appears as a current financial adviser in Toowoomba, Queensland, adviser number 000291049.
Advice is given under the Australian financial services licence of DP Wealth Advisory Pty Ltd, licence number 277493. The current authorisation started on 27 May 2005.
According to the register, Daniel first provided financial advice in 2000. Qualifications and training on file include Diploma of Financial Advising (Securities Institute, 2003), Diploma of Financial Services (Financial Planning, 2005) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2022).
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 Peter Marks a registered financial adviser?
Yes. Daniel Peter Marks is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000291049.
Which licensee does Daniel Peter Marks work under?
DP Wealth Advisory Pty Ltd, Australian financial services licence 277493.
What can Daniel Peter Marks 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.