Daniel Palmer – Financial Adviser
Adviser identifying number: 1249169
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: R.J.C. EVANS & CO. PTY. LIMITED
Licence number: 482656
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 03/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: R.J.C. EVANS & CO. PTY. LIMITED
Authorised Representative identifying number: 482656
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Commerce – Flinders University
- Certificate of Public Practice – ICAA
- Graduate Diploma of Accounting – ICAA
- RG146 Financial Product Advisers – Financial Education Professionals
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Daniel Palmer is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Superannuation