ROBERT DANIEL

Financial Adviser · North Adelaide, SA

Registered

Registration Number

000255870

Registration Status

Registered

Location

North Adelaide, SA 5006

Providing Advice Since

1981

Registration Date

29/03/2011

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

ABN (Australian Business Number)

29350147257

📚 Qualifications & Training

2004 - Diploma of Financial Services (Financial Planning) - - Integratec (Australia) Pty Ltd
2010 - Advanced Diploma of Financial Services (Financial Planning) - - International Institute of Technology Pty Ltd (IIT)

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.