Daniel Paul Cohen
FINDEX ADVICE SERVICES PTY LTD · Sydney NSW 2000 · Advising since 2013
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000437954
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- FINDEX ADVICE SERVICES PTY LTD · AFSL 243253Since 22 January 2026
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 2013
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- Excluding SMSF & LRBA's
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJan 2026 – presentFINDEX ADVICE SERVICES PTY LTD · AFSL 243253
- CEASEDMar 2023 – Dec 20255 WEALTH MANAGEMENT PTY LTD · AFSL 314889
- CEASEDMay 2020 – Mar 2023AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED · AFSL 247430
- CEASEDSep 2014 – Aug 2015AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDJun 2014 – Aug 2014SECURITOR FINANCIAL GROUP PTY LIMITED · AFSL 240687
- CEASEDApr 2014 – May 2014FITZPATRICKS PRIVATE WEALTH PTY LTD · AFSL 247429
- CEASEDJan 2011 – Feb 2014PRIMESTOCK SECURITIES LIMITED · AFSL 239180
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan · 2020 · Other
Certified Financial Planner
FPA · 2015 · Professional Designations
Bachelor of Financial Advising
University of Western Sydney · 2012 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Daniel Paul Cohen claims the profile.
Reviews
Not yet reviewed
No client has reviewed Daniel Paul Cohen on Souffle yet.
Contacting Daniel Paul Cohen
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
FINDEX ADVICE SERVICES PTY LTD · AFSL 243253
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Daniel Paul Cohen claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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