DANIEL FRANCIS WINBERG
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
2005 - Advanced Diploma in Financial Services (Financial Planning) - - Tribeca
2005 - Diploma Financial Services (Financial Planning) - - Tribeca
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2012 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited
2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ 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.