Daniel Weeks
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000428074
- Location
- Melbourne VIC 3004
- Licensee
- Lowe Lippmann Wealth Advisers Pty Ltd (AFSL 526748)
- Authorised since
- 18 January 2022
- First provided advice
- 2007
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Graduate Certificate in Applied Finance, Kaplan Professional (2013); Graduate Diploma of Financial Planning, Kaplan Professional (2014); Master of Applied Finance, Kaplan Professional (2015)
- Memberships
- Accredited Aged Care Professional; CFP - Certified Financial Planner (FPA); 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 Weeks
On the Financial Advisers Register kept by ASIC, Daniel Weeks appears as a current financial adviser in Melbourne, Victoria, adviser number 000428074.
Advice is given under the Australian financial services licence of Lowe Lippmann Wealth Advisers Pty Ltd, licence number 526748. That authorisation dates from 18 January 2022.
According to the register, Daniel first provided financial advice in 2007. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011) and Graduate Certificate in Applied Finance (Kaplan Professional, 2013). Professional memberships recorded: Accredited Aged Care Professional, CFP – Certified Financial Planner (FPA) and 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 Weeks a registered financial adviser?
Yes. Daniel Weeks is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000428074.
Which licensee does Daniel Weeks work under?
Lowe Lippmann Wealth Advisers Pty Ltd, Australian financial services licence 526748.
What can Daniel Weeks 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.