DANIEL PARTRIDGE
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2007 - Advanced Diploma of Financial Services (Financial Planning) - - GWM Adviser Services Limited
2007 - Superannuation and Planning - - FINSIA
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2013 - Self Managed Superannuation Funds - Other - Kaplan Professional
2018 - Masters in Financial Planning - Masters Degree (AQF 9) - Griffith University
2025 - Tax for Financial Advising - Other - Kaplan
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.