Financial Adviser
· SUTHERLAND, NSW
Daniel Jonathan Degrassi
No disciplinary history on record with ASIC
SUTHERLAND,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269843
About Daniel Jonathan Degrassi
Daniel Jonathan Degrassi is a financial adviser based in Sutherland, New South Wales, with 8 years of experience in the financial services industry since 2018. Daniel is currently authorised under Pam Finance, operating through P A M Financial Advisors. Daniel holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Daniel's 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
Managed Investments
Securities
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