Financial Adviser · MALVERN, VIC

Declan Bruce Freeman

MALVERN, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001271827
Licensee
Sydney, NSW (licence address on ASIC register)

About Declan Bruce Freeman

Declan Bruce Freeman is a financial adviser based in Malvern, Victoria, with 8 years of experience in the financial services industry since 2018. Declan is currently authorised under Oreana Financial Services. Declan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Declan's qualifications include a Bachelor of Business (Financial Planning) from Royal Melbourne Institute of Technology.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2016
Diploma of financial Planning
Monarch Institute
2018
Advanced Diploma of Financial Planning
Monarch Institute
2022
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology

Registration History

Feb 2024 - Present Current
Dec 2018 - Dec 2019 Ceased

Source: ASIC Financial Advisers Register