Financial Adviser · CARLTON, VIC

Daniela Balteanu

CARLTON, VIC

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000471709

Currently at

Industry Fund Services Limited

Melbourne, VIC (firm address)

View firm profile

About Daniela Balteanu

Daniela Balteanu is a financial adviser based in Carlton, Victoria, with 12 years of experience in the financial services industry since 2014. Daniela is currently authorised under Industry Fund Services Limited, operating through Industry Fund Services. Daniela holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniela's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

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

Restrictions: Excluding Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2014

Diploma of Financial Services

Integrity Education Group

2015

Advanced Diploma of Financial Planning

Integrity Education Group

2020

Graduate Diploma of Financial Planning

Kaplan Professional

2022

TFAv1 Tax for Financial Advising

Kaplan Professional

Registration History

Industry Fund Services Limited

Jun 2022 - Present Current

Excluding Self Managed Superannuation Funds

Akumin Financial Planning Pty Limited

Jan 2015 - Nov 2021 Ceased

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

Mar 2014 - Jan 2015 Ceased

Source: ASIC Financial Advisers Register