BRIAN RAYMOND JOHN DALEY

Financial Adviser ยท Victoria Point, QLD

Registered

Registration Number

000244772

Registration Status

Registered

Location

Victoria Point, QLD 4165

Providing Advice Since

2001

Registration Date

08/12/2003

Financial Services Licensee

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Licence #000234951

ABN (Australian Business Number)

51554132826

๐Ÿ“š Qualifications & Training

2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2012 - Self Managed Superannuation Funds - Other - Kaplan Professional
2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.