Financial Adviser · FERNTREE GULLY, VIC

Daniel Michael Samuel Herft

FERNTREE GULLY, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001263541

Currently at

Lifespan Financial Planning

Sydney, NSW (firm address)

View firm profile

Daniel Michael Samuel Herft is a financial adviser based in Ferntree Gully, Victoria, with 8 years of experience in the financial services industry since 2018. Daniel is currently authorised under Lifespan 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 Management (Majoring in Human Resource Management and Financial Planning) from Deakin University.

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2011

Diploma of Management

Melbourne Institute of Business and Technology Pty Ltd

2016

Bachelor of Management (Majoring in Human Resource Management and Financial Planning)

Deakin University

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Lifespan Financial Planning Pty Ltd

Dec 2022 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Interprac Financial Planning Pty Ltd

Apr 2018 - Nov 2022 Ceased

Source: ASIC Financial Advisers Register