Daniel James Walsh – Financial Adviser

Adviser identifying number: 239513
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: AIW DEALER SERVICES PTY LTD
Licence number: 414256
Licensee’s ABN: 59153322420
Licence controlled by: ASTUTE HOLDINGS GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 09/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AIW DEALER SERVICES PTY LTD
Authorised Representative identifying number: 414256
Authorised Representative’s ABN: 59153322420

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • ASX Accredited Listed Product Adviser – Finsia
  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan Education Pty Limited
  • Margin Lending and Geared Investments – Kaplan Education Pty Limited
  • Self Managed Superannuation Funds – Kaplan Education Pty Limited

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

Daniel James Walsh 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
  • Margin Lending Facility / Standard Margin Lending Facility