Daniel Khreish Financial Planner Report

Name:
Daniel Khreish

Rep Number:
001006061

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2012-06-01 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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

Qualifications
Holmesglen
Advanced Diploma of Financial Services (Financial Planning)
Holmesglen Institute
Diploma of Business
Holmesglen Institute
Diploma of Financial Services (Financial Planning)