DANIEL WILLIAM WALLACE


Licensee: LIBERTATE ADVISORY PTY LTD

DANIEL WILLIAM WALLACE (Adviser# 001264378) 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 May 28, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name DANIEL WILLIAM WALLACE
Adviser Number 001264378
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000498219
LIBERTATE ADVISORY PTY LTD
Licence Controlled By The Trustee for THE WALLACE FAMILY TRUST
Adviser Start Date 2018-05-28
Appointing Representative Name LIBERTATE ADVISORY PTY LTD
Appointing Representative Number 000498219

Authorisations to provide financial product advice

  • DANIEL WILLIAM WALLACE
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000498219 LIBERTATE ADVISORY PTY LTD
Licence controlled by: The Trustee for THE WALLACE FAMILY TRUST
2018-05-28 - LIBERTATE ADVISORY PTY LTD

Licensee Information

Licence Name LIBERTATE ADVISORY PTY LTD
Licence Number 000498219

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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.