Financial Adviser · KEW EAST, VIC

Daniel Martin Mitrik

KEW EAST, VIC

1 Years experience

Tax advice
authorised

ASIC Registered · ADV 001308630

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Daniel Martin Mitrik is a financial adviser based in Kew East, Victoria, with 1 year of experience in the financial services industry since 2025. 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's qualifications include a Bachelor of Business from Swinburne Institute of Technology.

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

2019

Bachelor of Business

Swinburne Institute of Technology

2022

Graduate Diploma of Financial Planning

Swinburne University of Technology

Registration History

Akumin Financial Planning Pty Limited

Jun 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Wealth Today Pty Ltd

Mar 2024 - May 2025 Ceased

Superannuation - All authorisation does not include Self Managed Superannuation Funds (SMSF) advice

Source: ASIC Financial Advisers Register