Data sourced from ASIC Financial Advisers Register
Financial Adviser · HAWTHORN EAST, VIC

Daniel Paul Lunardi

11 Years experience
Tax advice
authorised
Currently at
Count Financial Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001008936

Daniel Paul Lunardi is a financial adviser based in Hawthorn East, Victoria, with 11 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 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). Daniel is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Not authorised to provide personal advice in Aged Care or Listed Securities (Portfolios > $300k).

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Commerce (Finance)
Swinburne University of Technology
2015
Diploma of Financial Planning
Monarch Institute
2016
Advanced Diploma of Financial Planning
Monarch Institute
2019
5 Unit CFP Certification Program
Financial Planning Association of Australia (FPA)
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Count Financial Limited
Jan 2021 - Present Current
Not authorised to provide personal advice in Aged Care or Listed Securities (Portfolios > $300k).
GPL (VIC) PTY LTD
May 2015 - Jan 2021 Ceased

Source: ASIC Financial Advisers Register