Daniel I Traylen – Financial Adviser

Adviser identifying number: 1003722
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD
Licence number: 247300
Licensee’s ABN: 88077764222
Licence controlled by:

The date the Financial Adviser commenced the appointment: 04/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NEXIA SYDNEY FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 247300
Authorised Representative’s ABN: 88077764222

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:

• CFP – Certified Financial Planner – Financial Planning Association of Australia
• Masters Degree – Commerce – UWS

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Daniel I Traylen 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
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility