DANIEL JAMES O'CONNELL
Financial Adviser ยท Bondi Junction, NSW
๐ Qualifications & Training
2018 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Canberra
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Western Sydney University
2023 - Financial Adviser Exam - Other - ASIC
โน๏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.