DANIEL THOMPSON
Financial Adviser · Bowral, NSW
📚 Qualifications & Training
2009 - Bachelor of Economics and Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia
2011 - Diploma of Financial Services ( Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2014 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2016 - Master of Applied Finance (Financial Planning) - Masters Degree (AQF 9) - Charles Sturt University
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.