DANIEL MOLESWORTH

Financial Adviser · North Sydney, NSW

Registered

Registration Number

000338021

Registration Status

Registered

Location

North Sydney, NSW 2060

Providing Advice Since

2002

Registration Date

20/11/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

2002 - Diploma in Law - Diploma (AQF 5) - Legal Practitioners Admission Board
2003 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2004 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Newcastle
2009 - CFP 1-4 & CFPC - Professional Designations - FPA
2020 - ALPA - Other - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner

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.