DANIEL FREDERICK CLARKE

Financial Adviser · Birtinya, QLD

Registered

Registration Number

001272751

Registration Status

Registered

Location

Birtinya, QLD 4575

Providing Advice Since

2018

Registration Date

04/07/2019

Financial Services Licensee

WEALTHMED FINANCIAL PTY LTD

Licence #000318926

📚 Qualifications & Training

2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2019 - TASACLv2 Commercial Law - - Kaplan Professional
2020 - Behavioural Finance and Wealth Mgt - Bridging Course - Behavioural Finance - Griffith University
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Griffith University
2021 - 7232AFE Investments - Other - Griffith University
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University

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.