GARETH DANIELS

Financial Adviser ยท Geelong, VIC

Registered

Registration Number

000390259

Registration Status

Registered

Location

Geelong, VIC 3220

Providing Advice Since

2010

Registration Date

18/03/2024

Financial Services Licensee

BURSARIA FINANCIAL PTY LTD

Licence #000552883

ABN (Australian Business Number)

25225048166

๐Ÿ“š Qualifications & Training

2010 - Advanced Diploma - ADFS Financial Planning - - MLC
2016 - Certified Financial Planner - Other - FPA

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.