Daniel Caulfield – Financial Adviser

Adviser identifying number: 239729
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: GENESYS WEALTH ADVISERS LIMITED
Licence number: 232686
Licensee’s ABN: 20060778216
Licence controlled by: AMP LIMITED

The date the Financial Adviser commenced the appointment: 01/07/2005
The date the Financial Adviser ceased the appointment: 30/06/2015
Name of the Authorised Representative: GENESYS WEALTH ADVISERS LIMITED
Authorised Representative identifying number: 000232686
Authorised Representative’s ABN: 20060778216

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 – University of Melbourne
• Diploma of Financial Planning – Financial Planning Association (FPA)

Relevant memberships of professional bodies or industry associations:

• CFP – Certified Financial Planner (FPA)
• Financial Planning Association of Australia (FPA)

Daniel Caulfield is authorised to provide advices on following products: