DANIEL MORRIS LEMISH
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2010 - Diploma - Financial Planning - - Kaplan Professional
2016 - Advanced Diploma Financial Planning FNS60415 - - Kaplan Professional
2019 - Finance & Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2025 - Commercial Law - Other - Kaplan Professional
2025 - Tax for Financial Advising - Other - Kaplan Professional
🏢 Professional Memberships
Finance Brokers Association of Australia (FBAA)
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.