John Daniel Purl
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000473023
- Location
- Melbourne VIC 3000
- Licensee
- Mutual Trust Pty Ltd (AFSL 234590)
- Authorised since
- 13 November 2024
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, University of South Australia (2004); Diploma of Financial Services (Financial Planning), Kaplan Professional (2006); Advanced Diploma of Financial Planning (Financial Planning), Kaplan Professional Education (2010); Margin Lending Accreditation Program, Deakin Prime (2010); Self Managed Superannuation Funds, Kaplan Professional (2010); Ethics and Professionalism in Financial Advice, Kaplan Professional Education (2025); Sustainable Investment Advice, Responsible Investment Association Australia (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, retirement savings accounts
- Register status
- Current
About John Daniel Purl
On the Financial Advisers Register kept by ASIC, John Daniel Purl appears as a current financial adviser in Melbourne, Victoria, adviser number 000473023.
John provides advice as an authorised representative of Mutual Trust Pty Ltd, which holds Australian financial services licence 234590. The current authorisation started on 13 November 2024.
According to the register, John first provided financial advice in 2011. The qualifications listed for John include Bachelor of Commerce (University of South Australia, 2004), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2006) and Advanced Diploma of Financial Planning (Financial Planning) (Kaplan Professional Education, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products and retirement savings accounts.
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Questions people ask
Is John Daniel Purl a registered financial adviser?
Yes. John Daniel Purl is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000473023.
Which licensee does John Daniel Purl work under?
Mutual Trust Pty Ltd, Australian financial services licence 234590.
What can John Daniel Purl give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; retirement savings accounts.