Daniel Francis Zuman – Financial Adviser
Adviser identifying number: 1255206
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: SPRING FG WEALTH PTY LTD
Licence number: 391655
Licensee’s ABN: 23146936763
Licence controlled by: SPRING FG LIMITED
The date the Financial Adviser commenced the appointment: 01/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SPRING FG WEALTH PTY LTD
Authorised Representative identifying number: 000391655
Authorised Representative’s ABN: 23146936763
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 (Finance) – University of Wollongong
- Diploma of Financial Planning – Integrity Education Group
- Self-managed Super Funds – Integrity Education Group
Relevant memberships of professional bodies or industry associations:
Daniel Francis Zuman is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation