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