Financial Adviser · MELBOURNE, VIC

Danial Nadeem

5 Years experience
Tax advice
authorised
ASIC Registered · ADV 001286739

Danial Nadeem is a financial adviser based in Melbourne, Victoria, with 5 years of experience in the financial services industry. Danial is currently authorised under Endeavor Asset Management Pty. Ltd.. Danial 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 (Finance) from Swinburne University of Technology.

Authorised to Advise On

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

Restrictions: Government Debentures, Stocks or Bonds - Class of Product Only;

Authorised to provide tax financial advice services

Qualifications and Training

2017
Bachelor of Business (Finance)
Swinburne University of Technology
2018
Diploma Financial Planning
Monarch Institute
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
2020
Graduate Diploma Financial Planning
Kaplan

Registration History

Jan 2025 - Present Current
Government Debentures, Stocks or Bonds - Class of Product Only;
WEALTH TRAIL PTY LTD
May 2021 - Feb 2025 Ceased
All superannuation excluding SMSF. Not authorised to provide SMSF advice. Government Debentures, Stocks or Bonds & Securities class of product only.

Source: ASIC Financial Advisers Register