Financial Adviser · MELBOURNE, VIC

Daniel Weeks

MELBOURNE, VIC

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000428074

Currently at

Lowe Lippmann Wealth Advisers

Melbourne, VIC (firm address)

View firm profile

Daniel Weeks is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry since 2007. Daniel is currently authorised under Lowe Lippmann Wealth Advisers. 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 Master of Applied Finance from Kaplan Professional. Daniel is a member of Accredited Aged Care Professional, CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

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

2011

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2013

Graduate Certificate in Applied Finance

Kaplan Professional

2014

Graduate Diploma of Financial Planning

Kaplan Professional

2015

Master of Applied Finance

Kaplan Professional

Registration History

Lowe Lippmann Wealth Advisers Pty Ltd

Jan 2022 - Present Current

Hillross Financial Services Limited

Oct 2020 - Jan 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Ri Advice Group Pty Ltd

Aug 2016 - Sep 2020 Ceased

UNIFIED FINANCIAL SERVICES PTY LTD

Feb 2016 - May 2016 Ceased

MAGNITUDE GROUP PTY LTD

Jun 2014 - Jan 2016 Ceased

ELDERS FINANCIAL PLANNING PTY LTD

Dec 2012 - Jun 2014 Ceased

Millennium 3 Financial Services Pty Ltd

Sep 2012 - Jun 2014 Ceased

Bendigo Financial Planning Limited

May 2010 - Aug 2012 Ceased

Commonwealth Financial Planning Limited

Oct 2007 - Apr 2010 Ceased

Source: ASIC Financial Advisers Register