Robert Daniel
Financial Adviser in Croydon, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000255870
- Location
- Croydon SA 5008
- Licensee
- Insight Investment Partners Pty Ltd (AFSL 368175)
- Authorised since
- 18 July 2024
- First provided advice
- 1981
- Qualifications
- Diploma of Financial Services (Financial Planning), Integratec (Australia) Pty Ltd (2004); Advanced Diploma of Financial Services (Financial Planning), International Institute of Technology Pty Ltd (IIT) (2010)
- 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 Robert Daniel
On the Financial Advisers Register kept by ASIC, Robert Daniel appears as a current financial adviser in Croydon, South Australia, adviser number 000255870.
The licensee Robert advises under is Insight Investment Partners Pty Ltd (AFS licence 368175). The current authorisation started on 18 July 2024.
The register records 1981 as the year Robert first provided financial advice. The qualifications listed for Robert include Diploma of Financial Services (Financial Planning) (Integratec (Australia) Pty Ltd, 2004) and Advanced Diploma of Financial Services (Financial Planning) (International Institute of Technology Pty Ltd (IIT), 2010).
Robert 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 Robert Daniel a registered financial adviser?
Yes. Robert Daniel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000255870.
Which licensee does Robert Daniel work under?
Insight Investment Partners Pty Ltd, Australian financial services licence 368175.
What can Robert Daniel 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.