John Daniel Financial Planner Report

Name:
John Richard Daniel

Rep Number:
000250038

Status:
Current

First Advice:
1989

Disciplinary action:
No action

Most Recent Role:
2015-07-01 onwards

Licensee
Name:

Number:
000228914

ABN:
77 085 878 897

Controlled By:

Appointed By
Name:
Insight Financial Planning Pty Ltd

Licence Number:
001233318

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
Kaplan
Adv Dip Financial Services (Financial Planning)
Kaplan
Dip Financial Services (Financial Planning)
AXA
Margin Lending & Geared Investments

Memberships
Financial Planning Association of Australia (FPA)