DANIEL LEE FAWCETT

Financial Adviser · Bendigo, VIC

Registered

Registration Number

001292098

Registration Status

Registered

Location

Bendigo, VIC 3550

Providing Advice Since

2022

Registration Date

30/07/2021

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2003 - Advanced Diploma of Business (Accounting) - Advanced Diploma (AQF 6) - Bendigo TAFE
2020 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute Of Technology
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

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.