Financial Adviser
· FOREST LAKE, QLD
Daniel George
No disciplinary history on record with ASIC
FOREST LAKE,
QLD
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000343470
Daniel George is a financial adviser based in Forest Lake, Queensland, with 17 years of experience in the financial services industry since 2009. Daniel is currently authorised under Australian Mortgage And Financial Advisers, operating through George Private Wealth. 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 Arts (Business.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Arts (Business
2009
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2010
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2014
Self Managed Superannuation Funds
Kaplan
Registration History
Not authorised to provide advice in SMSFs
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register