Daniel Werner
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000468144
- Location
- Sydney NSW 2000
- Licensee
- Financial Planning Advice Australia Pty. Ltd. (AFSL 461710)
- Authorised since
- 3 November 2014
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce, Macquarie University (2000); Diploma of Financial Planning, Kaplan (2010); Graduate Diploma of Financial Planning, Kaplan (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 Werner
Daniel Werner is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000468144.
Advice is given under the Australian financial services licence of Financial Planning Advice Australia Pty. Ltd., licence number 461710. That authorisation dates from 3 November 2014.
The register records 2014 as the year Daniel first provided financial advice. The qualifications listed for Daniel include Bachelor of Commerce (Macquarie University, 2000), Diploma of Financial Planning (Kaplan, 2010) and Graduate Diploma of Financial Planning (Kaplan, 2025). Daniel is recorded as a member of 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 Werner a registered financial adviser?
Yes. Daniel Werner is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000468144.
Which licensee does Daniel Werner work under?
Financial Planning Advice Australia Pty. Ltd., Australian financial services licence 461710.
What can Daniel Werner 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.