Daniel Rowlands
Financial Adviser in Shellharbour, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000314069
- Location
- Shellharbour NSW 2529
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 6 June 2007
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Certificate IV in Finance and Mortgage Broking, Kaplan Professional (2013); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023); Specialist SMSF Course, SuperConcepts & University of Adelaide (2024)
- 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 Rowlands
Daniel Rowlands is a financial adviser in Shellharbour, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000314069.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 6 June 2007.
The register records 2007 as the year Daniel first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007), Margin Lending and Geared Investments Course (Kaplan Professional, 2010) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). 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 Rowlands a registered financial adviser?
Yes. Daniel Rowlands is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000314069.
Which licensee does Daniel Rowlands work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Daniel Rowlands 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.