Financial Adviser · BROADMEADOW, NSW

Danielle Freund

8 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001260500

Danielle Freund is a financial adviser based in Broadmeadow, New South Wales, with 8 years of experience in the financial services industry. Danielle is currently authorised under Industry Fund Services Limited. Danielle 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 Graduate Diploma of Financial Planning from Griffith University. Danielle 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 Securities Deposit Products Government Bonds

Restrictions: IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: Limited (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

Authorised to provide tax financial advice services

Qualifications and Training

2017

Advanced Diploma of Financial Planning

Mentor education

2019

Ethics and Professionalism

Ethics - Griffith University

2025

Graduate Diploma of Financial Planning

Griffith University

Registration History

Industry Fund Services Limited

Oct 2022 - Present Current

IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: Limited (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

LGSS PTY LIMITED

Sep 2018 - Jun 2023 Ceased

Authorised to provide personal financial product advice to retail clients on (1) Deposit and payment products - basic deposit; AND (2) General Insurance products.

Source: ASIC Financial Advisers Register