- Home
- Financial Advisers Australia (FAA)
- Daniel Partridge
Daniel Partridge
- Name
- Daniel Partridge
- ID
- 1007785
- ABN
- –
- First Provided Advice
- 2006
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2007 - Advanced Diploma of Financial Services (Financial Planning) - - GWM Adviser Services Limited
- 2007 - Superannuation and Planning - - FINSIA
- 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
- 2013 - Self Managed Superannuation Funds - Other - Kaplan Professional
- 2018 - Masters in Financial Planning - Masters Degree (AQF 9) - Griffith University
- 2025 - Tax for Financial Advising - Other - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Australia And New Zealand Banking Group Limited (#234527)
- Commenced
- Feb. 14, 2017
- Ceased
- July 11, 2022
- Status
- Current
- Licence Holder
- Pitcher Partners Wealth Management Pty ltd (#357636)
- Commenced
- Oct. 13, 2022
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Australia And New Zealand Banking Group Limited (#234527)
- Commenced
- Jan. 4, 2011
- Ceased
- March 12, 2013
- Status
- Ceased
- Licence Holder
- Australia And New Zealand Banking Group Limited (#234527)
- Commenced
- March 16, 2016
- Ceased
- Jan. 20, 2017
- Status
- Ceased
- Licence Holder
- Sentinel Private Wealth Pty Ltd (#344762)
- Commenced
- April 26, 2015
- Ceased
- Jan. 31, 2016