Financial Adviser
· GEELONG WEST, VIC
Daniel Adam Herceg
No disciplinary history on record with ASIC
GEELONG WEST,
VIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001322343
About Daniel Adam Herceg
Daniel Adam Herceg is a financial adviser based in Geelong West, Victoria. 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 holds a Bachelor of Commerce from Deakin 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
2025
Bachelor of Commerce
Deakin University
Registration History
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