Financial Adviser · UNLEY, SA

Daniel Palmer

UNLEY, SA

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001249169

Currently at

R.j.c. Evans & Co.

Unley, SA (firm address)

View firm profile

Daniel Palmer is a financial adviser based in Unley, South Australia, with 10 years of experience in the financial services industry since 2016. Daniel is currently authorised under R.j.c. Evans & Co., operating through R.j.c. Evans & Co. Pty. Daniel holds authorisations to advise on smsf, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Commerce from Flinders University. Daniel is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Commerce

Flinders University

2011

Graduate Diploma of Accounting

ICAA

2015

Certificate of Public Practice

ICAA

2016

RG146 Financial Product Advisers

Financial Education Professionals

2021

Financial Adviser Exam

FASEA

2025

Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - KAPLAN Higher Education

2025

Ethics and Professionalism in Financial Planning

Ethics - KAPLAN Higher Education

Registration History

R.j.c. Evans & Co. Pty. Limited

Oct 2016 - Present Current

Source: ASIC Financial Advisers Register