Daniel Thompson
LIFESPAN FINANCIAL PLANNING PTY LTD · Clyde North VIC 3978 · Advising since 2010
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
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
- 001008821
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- LIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892Since 10 February 2020
- Principal business address
- Clyde North VIC 3978
- First year providing advice
- 2010
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
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
- Standard margin lending facilities
- 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.
- CURRENTFeb 2020 – presentLIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892
- CEASEDJan 2012 – Feb 2020AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED · AFSL 234527
- CEASEDJun 2011 – Dec 2011ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD · AFSL 258853
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
SMSF Specialist Advisor (SSA)
SMSF Association · 2025 · Professional Designations
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2019 · Bridging Course - Ethics
Master of Applied Finance (Financial Planning)
Charles Sturt University · 2016 · Masters Degree (AQF 9)
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional · 2014 · Advanced Diploma (AQF 6)
Diploma of Financial Services ( Financial Planning)
Kaplan Professional · 2011 · Diploma (AQF 5)
Bachelor of Economics and Bachelor of Commerce
The University of Western Australia · 2009 · 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 Thompson claims the profile.
Reviews
Not yet reviewed
No client has reviewed Daniel Thompson on Souffle yet.
Contacting Daniel Thompson
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
LIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892
- 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 Thompson 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.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.