DANIEL LINDSAY TRAVIS POULTNEY
Financial Adviser · South Perth, WA
📚 Qualifications & Training
2005 - Bachelor of Commerce (Financial Planning) - - Curtin University
2006 - Self Managed Superannuation Funds - - Tribeca
2010 - Margin Lending and Geared Investments - - Kaplan
2011 - Fellow, Chartered Financial Practitioner - - Mentor Education Group
2020 - Financial Adviser Exam - Other - FASEA
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.