Financial Adviser
· PERTH, WA
Daniel John Sutherland
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270551
Daniel John Sutherland is a financial adviser based in Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Daniel is currently authorised under Morgans Financial Limited, operating through Morgans Financial. 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 Commerce (Finance and Marketing) from Curtin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Commerce (Finance and Marketing)
Curtin University
2018
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
Advanced Diploma of Financial Planning
Kaplan
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register