DANIEL SUTTON
Financial Adviser · Bathurst, NSW
📚 Qualifications & Training
2013 - Bachelor of Accounting - Bachelor Degree (AQF 7) - Charles Sturt University
2015 - CA - Professional Designations - Chartered Accountants Ausralia & New Zealand
2018 - Insurance - - CPA Australia
2019 - Diploma Financial Planning - - Integrity Education
2020 - RG146 Specialist - SMSF & Margin Lending - Certificate (AQF 1-4) - Integrity Education Group
2025 - FPC002B Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
2025 - FPC007B Client Enagagement Skills - Bridging Course - Behavioural Finance - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Tax Practioners Board
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.