Financial Adviser
· BRISBANE, QLD
Daniel Baldi
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272825
Daniel Baldi is a financial adviser based in Brisbane, Queensland, with 8 years of experience in the financial services industry. Daniel is currently authorised under Art Financial Advice Pty Ltd. Daniel holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Economics, Finance) from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Commerce (Economics, Finance)
Griffith University
2018
Diploma of Financial Planning
Kaplan Professional
2021
Economic & Legal Context for Financial Planning
Kaplan Higher Education
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Professional
Registration History
QINVEST LIMITED
ESI FINANCIAL SERVICES PTY LTD
Restricted to intra fund advice on Energy Super products covering investment options, insurance and contributions.
Source: ASIC Financial Advisers Register