DANIEL PERKINS
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
2003 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA)
2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2011 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2011 - SMSF Association - Professional Designations - SMSF Specialist Adviser (SSA)
2017 - Master of Business Administration - Masters Degree (AQF 9) - Western Sydney University
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.