Matthew Daniells
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000434862
- Location
- Osborne Park WA 6017
- Licensee
- Hillross Financial Services Limited (AFSL 232705)
- Authorised since
- 4 January 2021
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce (Economics and Financial Planning), Curtin University (2007); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2014); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Limited (2017); Diploma of Finance and Mortgage Broking Management, Kaplan Higher Education Pty Limited (2018); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Daniells
On the Financial Advisers Register kept by ASIC, Matthew Daniells appears as a current financial adviser in Osborne Park, Western Australia, adviser number 000434862.
The licensee Matthew advises under is Hillross Financial Services Limited (AFS licence 232705). The current authorisation started on 4 January 2021.
According to the register, Matthew first provided financial advice in 2012. The qualifications listed for Matthew include Bachelor of Commerce (Economics and Financial Planning) (Curtin University, 2007), Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2014) and Certificate IV in Finance and Mortgage Broking (Kaplan Higher Education Pty Limited, 2017).
Matthew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Matthew Daniells a registered financial adviser?
Yes. Matthew Daniells is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000434862.
Which licensee does Matthew Daniells work under?
Hillross Financial Services Limited, Australian financial services licence 232705.
What can Matthew Daniells 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."