Daniel Etherington Financial Planner Report

Name:
Daniel Peter Etherington

Rep Number:
000230554

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2016-07-12 onwards

Location:
Leederville, , WA, 0

ABN:
69 590 060 862

Licensee
Name:

Number:
000247429

ABN:
33 093 667 595

Appointed By
Name:
Fitzpatricks Private Wealth Pty Ltd

Licence Number:
000247429

ABN:
33 093 667 595

May advise on following product areas:
Non-basic Deposit Products
Old Law Securities Options Contracts and Warrants Securities
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Deakin University
CFP - Certified Financial Planner
Deakin University
Diploma of Financial Planning
MLC
FNSASICR503A Provide Advice in Margin Lending
SMSF Association
SMSF Specialist Advisor (SSA) Accreditation

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association
Tax Practitioners Board