Financial Adviser · BUDERIM, QLD

Daniel Hugo Harvey

BUDERIM, QLD

2 Years experience

Tax advice
authorised

ASIC Registered · ADV 001304468

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Daniel Hugo Harvey is a financial adviser based in Buderim, Queensland, with 2 years of experience in the financial services industry since 2024. Daniel is currently authorised under Akumin Financial Planning. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Commerce (Financial Planning) from Griffith University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2020

Bachelor of Commerce (Financial Planning)

Griffith University

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2023

Certificate IV in Finance and Mortgage Broking

Finance & Related Services Training Academy (FARSTA)

2025

Accredited Aged Care Professional

Aged Care Steps

Registration History

Akumin Financial Planning Pty Limited

Jun 2025 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Akumin Financial Planning Pty Limited

Jul 2023 - May 2024 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register