Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Daniel Bontempelli

13 Years experience
Tax advice
authorised
Currently at
Endeavor Asset Management Pty. Ltd.
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000437213

Daniel Bontempelli is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry. Daniel is currently authorised under Endeavor Asset 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 Finance from La Trobe University. Daniel is a member of SMSF Association.

Authorised to Advise On

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

Restrictions: Government Debentures, Stocks or Bonds - Class of Prouct Advice Only

Authorised to provide tax financial advice services

Qualifications and Training

2006
Certificate IV in Financial Services
RMIT
2007
Diploma of Financial services
RMIT
2010
Case Studies in Financial Planning (Capstone Subject)
LaTrobe University
2011
Bachelor of Finance
La Trobe University
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2026
SMSF Association Specialist Advisor Accreditation Program
SMSF Association

Registration History

Endeavor Asset Management Pty. Ltd.
Jan 2026 - Present Current
Government Debentures, Stocks or Bonds - Class of Prouct Advice Only
Endeavor Asset Management Pty. Ltd.
Jan 2025 - Dec 2025 Ceased
WEALTH TRAIL PTY LTD
Jan 2021 - Feb 2025 Ceased
First Mutual Australia Pty Ltd
May 2019 - Jan 2021 Ceased
Axies Pty. Ltd.
May 2018 - May 2019 Ceased
Not authorised in SMSF
Investors Direct Financial Planning Pty Ltd
Aug 2017 - Feb 2018 Ceased
Not authorised to provide SMSF advice
FINANCIAL SERVICES PARTNERS PTY LIMITED
Apr 2013 - Jul 2017 Ceased
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register