Financial Adviser
· MELBOURNE, VIC
Daniel Testa
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001240809
Daniel Testa is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry. Daniel is currently authorised under Financial Index Australia 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 Graduate Diploma of Financial Planning from Kaplan Professional. 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
2014
Diploma of Financial Planning
Mentor Education
2015
Advanced Diploma Of Financial Planning
Monarch Institute
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only. Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.
Advice on superannuation excludes self managed superannuation funds
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register