DANIEL I TRAYLEN

Licensee: NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD

DANIEL I TRAYLEN (Adviser# 001003722) 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 April 4, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name DANIEL I TRAYLEN
Adviser Number 001003722
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1994
Financial Service (AFS) Licence Licence# 000247300
NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD
Licence ABN 88077764222
Adviser Start Date 2016-04-04
Appointing Representative Name NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD
Appointing Representative Number 000247300
Appointing Representative ABN 88077764222
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DANIEL I TRAYLEN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
CFP Certified Financial Planner - Financial Planning Association of Australia
Masters Degree Commerce - UWS

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000247300 NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD 2016-04-04 - NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD
000230686 NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED
2003-12-01 - 2016-04-08 NATIONAL AUSTRALIA BANK LIMITED

Licensee Information

Licence Name NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD
Licence Number 000247300
Licence ABN 88077764222

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NATALIE VINEY Nexia Sydney Financial Solutions Pty Ltd Current 2018-01-08
VICTORIA NICOLE HABRA Nexia Sydney Financial Solutions Pty Ltd Current 2017-10-18
NATALIE SAMANTHA VINEY Nexia Sydney Financial Solutions Pty Ltd Ceased 2017-10-18
DARREN CHINNAPPA Nexia Sydney Financial Solutions Pty Ltd Current 2016-07-01
RONAN ZILLE Nexia Sydney Financial Solutions Pty Ltd Current 2015-06-05
CHRISTINE LORRAINE ATENCIA Nexia Sydney Financial Solutions Pty Ltd Current 2013-07-01
SYLVIA HIN-CHONG LIANG Nexia Sydney Financial Solutions Pty Ltd Current 2004-07-01
ROBERT ANTHONY MCGUINNESS Nexia Sydney Financial Solutions Pty Ltd Current 2004-04-01
CRAIG JOHN WILFORD Nexia Sydney Financial Solutions Pty Ltd Current 2004-04-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NATALIE VINEY Nexia Sydney Financial Solutions Pty Ltd Current 2018-01-08
VICTORIA NICOLE HABRA Nexia Sydney Financial Solutions Pty Ltd Current 2017-10-18
NATALIE SAMANTHA VINEY Nexia Sydney Financial Solutions Pty Ltd Ceased 2017-10-18
DARREN CHINNAPPA Nexia Sydney Financial Solutions Pty Ltd Current 2016-07-01
RONAN ZILLE Nexia Sydney Financial Solutions Pty Ltd Current 2015-06-05
CHRISTINE LORRAINE ATENCIA Nexia Sydney Financial Solutions Pty Ltd Current 2013-07-01
SYLVIA HIN-CHONG LIANG Nexia Sydney Financial Solutions Pty Ltd Current 2004-07-01
ROBERT ANTHONY MCGUINNESS Nexia Sydney Financial Solutions Pty Ltd Current 2004-04-01
CRAIG JOHN WILFORD Nexia Sydney Financial Solutions Pty Ltd Current 2004-04-01

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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.