Daniel Caulfield Financial Planner Report

Name:
Daniel Caulfield

Rep Number:
000239729

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2015-07-17 onwards

Location:
Bendigo, , VIC, 0

Licensee
Name:

Number:
000230690

ABN:
23 002 336 254

Controlled By:

Appointed By
Name:
Godfrey Pembroke Limited

Licence Number:
000230690

ABN:
23 002 336 254

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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
University of Melbourne
Bachelor of Commerce
Financial Planning Association (FPA)
Diploma of Financial Planning

Memberships
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)