DANIEL CLINT SNELSON

Financial Adviser ยท West Gosford, NSW

Registered

Registration Number

000329034

Registration Status

Registered

Location

West Gosford, NSW 2550

Providing Advice Since

2008

Registration Date

02/09/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

๐Ÿ“š Qualifications & Training

2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2008 - SMSF - Other - eFinancial Essentials
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

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.