Financial Adviser
· CLYDE NORTH, VIC
Daniel Thompson
No disciplinary history on record with ASIC
CLYDE NORTH,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008821
About Daniel Thompson
Daniel Thompson is a financial adviser based in Clyde North, Victoria, with 16 years of experience in the financial services industry since 2010. Daniel is currently authorised under Lifespan Financial Planning. 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 Master of Applied Finance (Financial Planning) from Charles Sturt University. 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
2009
Bachelor of Economics and Bachelor of Commerce
The University of Western Australia
2011
Diploma of Financial Services ( Financial Planning)
Kaplan Professional
2014
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2016
Master of Applied Finance (Financial Planning)
Charles Sturt University
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
SMSF Specialist Advisor (SSA)
SMSF Association
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register