Financial Adviser · MALVERN, VIC

Daniel John Stranieri

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000343604

Daniel John Stranieri is a financial adviser based in Malvern, Victoria, with 17 years of experience in the financial services industry. Daniel is currently authorised under Access Financial Management Pty Ltd. 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 Bachelor of Business (Banking & Finance) from Victoria University. 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

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of Business (Banking & Finance)
Victoria University
2010
Advanced Diploma Financial Services (Financial Planning)
Mentor Education
2014
Accredited Listed Product Adviser Program
Kaplan Professional
2016
Self Managed Superannuation Funds
Kaplan Professional
2020
Financial Adviser Exam
FASEA

Registration History

Sep 2018 - Present Current
May 2017 - Jun 2018 Ceased
May 2017 - Aug 2018 Ceased
Mar 2011 - Apr 2017 Ceased
GENESYS WEALTH ADVISERS PTY LIMITED
Dec 2009 - Jan 2010 Ceased

Source: ASIC Financial Advisers Register