Daniel Halliday
Independent Financial Adviser @Prism Financial Advice Ltd
Newcastle Upon Tyne, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2023 — Present
Independent Financial Adviser @Prism Financial Advice Ltd
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Newcastle-upon-Tyne, GB
EDUCATION
2008 — 2010
Durham New College
BTEC Level 3 in Business
2010 — 2013
Northumbria University
Bachelor's Degree, Accounting
N/A
Chartered Insurance Institute
R02 - Investment Principles & Risk
N/A
Chartered Insurance Institute
AF7 - Pension Transfers
N/A
Chartered Insurance Institute
R04 - Pensions & Retirement Planning
N/A
Chartered Insurance Institute
R06 - Financial Planning Practice
2002 — 2007
Sedgefield Community College
11 G.C.S.E's or equivalent
2013 — 2014
The Chartered Institute for Securities & Investment (The CISI)
CISI Level 3 Certificate in Investment Operations
N/A
Chartered Insurance Institute
R01 - Financial Services, Regulation & Ethics
N/A
Chartered Insurance Institute
R05 - Financial Protection
N/A
Chartered Insurance Institute
FA7 - Financial Services Products
N/A
Chartered Insurance Institute
R03 - Personal Taxation
SKILLS
Asset ManagementAnalytical SkillsValuationTeamworkInvestmentsSecuritiesInvestment StrategiesFinancial AnalysisAccount ReconciliationFund AdministrationDerivativesMutual FundsData AnalysisFinancial StatementsProblem SolvingFixed IncomeEquities
ABOUT DANIEL HALLIDAY
An energetic and dedicated professional who seeks to make a difference. Offering a…
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