DANIEL PALMER
Financial Adviser · Unley, SA
📚 Qualifications & Training
2007 - Bachelor of Commerce - - Flinders University
2011 - Graduate Diploma of Accounting - - ICAA
2015 - Certificate of Public Practice - - ICAA
2016 - RG146 Financial Product Advisers - - Financial Education Professionals
2021 - Financial Adviser Exam - Other - FASEA
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - KAPLAN Higher Education
2025 - Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - KAPLAN Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.