Daniel Walsh Financial Planner Report

Name:
Daniel James Walsh

Rep Number:
000239513

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2013-05-09 onwards

Location:
Maitland, , NSW, 0

Licensee
Name:

Number:
000414256

ABN:
59 153 322 420

Controlled By:

Appointed By
Name:
Aiw Dealer Services Pty Ltd

Licence Number:
000414256

ABN:
59 153 322 420

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

Qualifications
Finsia
ASX Accredited Listed Product Adviser
Kaplan Education Pty Limited
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
Margin Lending and Geared Investments
Kaplan Education Pty Limited
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)