John Richard Daniel – Financial Adviser

Adviser identifying number: 250038
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: LANYON PARTNERS PRIVATE WEALTH PTY LTD
Licence number: 228914
Licensee’s ABN: 77085878897
Licence controlled by: LANYON PARTNERS CONSOLIDATED PTY LTD

The date the Financial Adviser commenced the appointment: 01/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INSIGHT FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 1233318
Authorised Representative’s ABN:

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:

• Adv Dip Financial Services (Financial Planning) – Kaplan
• Dip Financial Services (Financial Planning) – Kaplan
• Margin Lending & Geared Investments – AXA

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

John Richard Daniel 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