DANIEL LAURENCE CUNDY

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

001001108

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2013

Registration Date

27/10/2014

Financial Services Licensee

RSM FINANCIAL SERVICES AUSTRALIA PTY LTD

Licence #000238282

šŸ“š Qualifications & Training

2008 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Adelaide
2008 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Adelaide
2013 - Diploma of Financial Services - Diploma (AQF 5) - Kaplan Professional
2025 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

ā„¹ļø 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.