Financial Adviser
· ROSNY PARK, TAS
Daniel Paul Alomes
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000461499
Daniel Paul Alomes is a financial adviser based in Rosny Park, Tasmania, with 12 years of experience in the financial services industry. Daniel is currently authorised under Count Financial Limited. 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 Commerce from University of Tasmania. Daniel is a member of CPA Australia (CPA).
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
2009
Bachelor of Commerce
University of Tasmania
2013
Certified Practising Accountant (CPA)
CPA Australia
2014
Diploma of Financial Planning
Kaplan Professional
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Self-Managed Superannuation Funds
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Standard Margin Lending Facility
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register