Daniel Robertson

Financial Adviser

ASIC adviser number:

001006375

Qualifications and training:

2001, Bachelor of Business (Economics & Finance), Bachelor Degree (AQF 7), RMIT
2003, Master of Financial Planning, Masters Degree (AQF 9), Royal Melbourne Institute of Technology
2008, Certified Financial Planner, Professional Designations, Financial Planning Association (FPA)
2013, Bachelor of Accounting, Bachelor Degree (AQF 7), University of South Australia
2020, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Professional
2025, Accredited Aged Care Professional, Other, Aged Care Steps

When adviser first provided advice:

2007

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

36 - 46 Cowper St
Parramatta NSW 2150

AFS licence holder name:

Aware Financial Services Australia Limited

AFS licence number:

000238430

Licence controlled by:

Fsssp Financial Services Pty Limited ~ Sas Trustee Corporation [Date Ceased: 21/10/2016]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».