Daniel Jospeh Arnephy – Financial Adviser
Adviser identifying number: 1243794
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: ACCRU WEALTH MANAGEMENT PTY LTD
Licence number: 238520
Licensee’s ABN: 43083409714
Licence controlled by: GREGORY DEAN WINNETT ~ JAMES PETER PASTELLAS ~ PETER JOHN BRINDLEY ~ RICHARD JAMES ADDISON ~ ROBERT ANDREW LANE ~ SIMON GRANT HILTON
The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCRU WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 238520
Authorised Representative’s ABN: 43083409714
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 (Accounting, Finance and Commercial Law) – Deakin University
- Chartered Accountant Graduate Diploma – Institute of Chartered Accountants
- Foundations of Financial Planning (Part B Financial Planning) – Kaplan Professional
- Master of Taxation – University of New South Wales
- Superannuation and SMSFs – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- The Taxation Institute (TTI)
Daniel Jospeh Arnephy is authorised to provide advices on following products:
- Superannuation