DANIEL JOSEPH BORG


Licensee: I.O.O.F. INVESTMENT MANAGEMENT LIMITED

DANIEL JOSEPH BORG (Adviser# 000464412) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 2, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name DANIEL JOSEPH BORG
Adviser Number 000464412
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000230524
I.O.O.F. INVESTMENT MANAGEMENT LIMITED
Licence ABN 53006695021
Licence Controlled By IOOF HOLDINGS LTD
Adviser Start Date 2014-09-02
Appointing Representative Name I.O.O.F. INVESTMENT MANAGEMENT LIMITED
Appointing Representative Number 000230524
Appointing Representative ABN 53006695021

Authorisations to provide financial product advice

  • DANIEL JOSEPH BORG
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Investment and Banking Institute
Diploma of Financial Planning Pinnacle Financial Services Academy

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000230524 I.O.O.F. INVESTMENT MANAGEMENT LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2014-09-02 - I.O.O.F. INVESTMENT MANAGEMENT LIMITED
000238761 SUPERPARTNERS PTY LTD
Licence controlled by: AUSTRALIAN ADMINISTRATION SERVICES PTY. LIMITED
2010-12-13 - 2014-03-10
000238430 STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016]
2007-08-01 - 2009-07-01

Licensee Information

Licence Name I.O.O.F. INVESTMENT MANAGEMENT LIMITED
Licence Number 000230524
Licence ABN 53006695021

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DANIEL HUYNH NGUYEN I.o.o.f. Investment Management Limited Current 2017-12-19

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DANIEL HUYNH NGUYEN I.o.o.f. Investment Management Limited Current 2017-12-19

Competitor

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.