DANIEL LAWRENCE TWENTYMAN
Financial Adviser · Armstrong Creek, VIC
📚 Qualifications & Training
1999 - Bachelor of Business (Applied Economics) - Bachelor Degree (AQF 7) - Victoria University of Technology
2013 - DPML Margin Lending - Certificate (AQF 1-4) - Pinnacle Financial Services Academy
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy
2020 - Ethics and Professionalism in Financial Advice - Professional Designations - Kaplan
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2024 - SMSF Regulations and Taxation - Other - Kaplan
🏢 Professional Memberships
Profession of Independent Financial Advisers (PIFA)
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.