Financial Adviser
· MENAI, NSW
Daniel Mikhail
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000433944
Daniel Mikhail is a financial adviser based in Menai, New South Wales, with 16 years of experience in the financial services industry. Daniel is currently authorised under Jfp Adviser Services 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 Commercer Major in Accounting and Financial Planning from Deakin University. 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commercer Major in Accounting and Financial Planning
Deakin University
2007
Diploma of Financial Services (Financial Planning)
Tribeca
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register