Financial Adviser
· ROSE PARK, SA
Daniel Carter
No disciplinary history on record with ASIC
ROSE PARK,
SA
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311692
Daniel Carter is a financial adviser based in Rose Park, South Australia, with 23 years of experience in the financial services industry since 2003. Daniel is currently authorised under Ri Advice Group. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Daniel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Planning (Financial Services)
Kaplan Professional
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
TASACLv2 Commercial Law
Kaplan Professional Education
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Accredited Listed Product Adviser (ALPA)
Kaplan Professional
Registration History
Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register