Financial Adviser · LEICHHARDT, NSW

Daniel Giacobbe

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001262503

Daniel Giacobbe is a financial adviser based in Leichhardt, New South Wales, with 8 years of experience in the financial services industry. Daniel is currently authorised under 314 Financial Partnership 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 Business & Commerce from Western Sydney University. Daniel is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Finance Brokers Association of Australia (FBAA), Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2011
Bachelor of Business & Commerce
Western Sydney University
2011
Diploma in Financial Planning
Kaplan Higher Education Pty Limited
2014
Chartered Accountant
Chartered Accountants Australia and New Zealand
2020
Registered Tax Agent
Tax Practitioners Board
2021
Diploma of Finance and Mortgage Broking Management
AAMC Training Group
2025
Ethics and Profvessionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
Superannuation and Retirement Advice
Kaplan Higher Education Pty Limited

Registration History

Apr 2019 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Mar 2018 - Apr 2019 Ceased

Source: ASIC Financial Advisers Register