Financial Adviser
· KEW, VIC
Daniel James Palmer
No disciplinary history on record with ASIC
KEW,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269806
Practice
Kew, VIC (practice address on ASIC register)
Licensed through Cotham Advisory
About Daniel James Palmer
Daniel James Palmer is a financial adviser based in Kew, Victoria, with 8 years of experience in the financial services industry since 2018. Daniel works at Bold Wealth, which is licensed through Cotham Advisory. 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 Bachelor of Business (Financial Planning) from University of South Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Planning
Kaplan Professional
2020
Advanced Diploma of Financial Planning
Kaplan Professional
2023
Bachelor of Business (Financial Planning)
University of South Australia
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register