Daniel Thompson
Financial Adviser in Clyde North, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008821
- Location
- Clyde North VIC 3978
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 10 February 2020
- First provided advice
- 2010
- Qualifications
- Bachelor of Economics and Bachelor of Commerce, The University of Western Australia (2009); Diploma of Financial Services ( Financial Planning), Kaplan Professional (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2014); Master of Applied Finance (Financial Planning), Charles Sturt University (2016); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); SMSF Specialist Advisor (SSA), SMSF Association (2025)
- 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 Thompson
On the Financial Advisers Register kept by ASIC, Daniel Thompson appears as a current financial adviser in Clyde North, Victoria, adviser number 001008821.
The licensee Daniel advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 10 February 2020.
The register records 2010 as the year Daniel first provided financial advice. The qualifications listed for Daniel include Bachelor of Economics and Bachelor of Commerce (The University of Western Australia, 2009), Diploma of Financial Services ( Financial Planning) (Kaplan Professional, 2011) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2014). Daniel is recorded as a member of 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 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 Thompson a registered financial adviser?
Yes. Daniel Thompson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008821.
Which licensee does Daniel Thompson work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Daniel Thompson 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.