Financial Adviser
· ADELAIDE, SA
Daniel Laurence Cundy
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001108
Daniel Laurence Cundy is a financial adviser based in Adelaide, South Australia, with 13 years of experience in the financial services industry since 2013. Daniel is currently authorised under Bwp Advisory, operating through Bentleys Wealth Partners. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Economics from University of Adelaide.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Economics
University of Adelaide
2008
Bachelor of Finance
University of Adelaide
2013
Diploma of Financial Services
Kaplan Professional
2025
Graduate Diploma in Financial Planning
Kaplan Professional
Registration History
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register