Financial Adviser
· BONDI JUNCTION, NSW
Daniel Jonathan Degrassi
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269843
Daniel Jonathan Degrassi is a financial adviser based in Bondi Junction, New South Wales, with 8 years of experience in the financial services industry. Daniel is currently authorised under Madison Financial Group Pty Ltd. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Economics & Finance) from University of Sydney. Daniel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Commerce (Economics & Finance)
University of Sydney
2005
Diploma of Financial Services
Kaplan Professional
2014
Advanced Diploma of Financial Planning
Mentor Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Accredited Listed Product Adviser (ALPA)
Kaplan Professional
2025
SuperConcepts Specialist SMSF Online Course
Super Concepts
Registration History
Not authorised to provide personal advice on Securities, SMSF & Standard Margin Lending
Source: ASIC Financial Advisers Register