Financial Adviser
· SHELLHARBOUR, NSW
Daniel Rowlands
No disciplinary history on record with ASIC
SHELLHARBOUR,
NSW
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000314069
Licensee
Bundall, QLD (licence address on ASIC register)
About Daniel Rowlands
Daniel Rowlands is a financial adviser based in Shellharbour, New South Wales, with 19 years of experience in the financial services industry since 2007. Daniel works at Matrix Planning Solutions, which is licensed through Matrix Planning Solutions Limited. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Daniel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
Specialist SMSF Course
SuperConcepts & University of Adelaide