Financial Adviser
· CARRUM DOWNS, VIC
Daniel Baschera
No disciplinary history on record with ASIC
CARRUM DOWNS,
VIC
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235923
About Daniel Baschera
Daniel Baschera is a financial adviser based in Carrum Downs, Victoria, with 36 years of experience in the financial services industry since 1990. Daniel is currently authorised under Fortnum Advice. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel holds a Industry Standard Education from Other - Pinnacle Financial Services Academy Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Restrictions: Not SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2012
Industry Standard Education
Other - Pinnacle Financial Services Academy Pty Ltd
Registration History
Not SMSF
SMSF (Self-Managed Superannuation Funds) is not included in this Level of Authority
Superannuation authorisation excludes Self-Managed Superannuation Funds
A.C.N. 133 593 012 PTY LTD
Excludes SMSF
Source: ASIC Financial Advisers Register