Financial Adviser
· MELBOURNE, VIC · Claimed profile
Danielle Strauss
No disciplinary history on record with ASIC
MELBOURNE,
VIC
3
Years experience
Tax advice
authorised
authorised
Free initial
consultation
consultation
ASIC Registered · ADV 001297636
Licensee
Sydney, NSW (licence address on ASIC register)
About Danielle Strauss
Danielle Strauss is a financial adviser based in Melbourne, Victoria, with 3 years of experience in the financial services industry since 2023. Danielle works at Perpetual Trustee Company, which is licensed through Perpetual Trustee Company Limited. Danielle holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Danielle's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association of Australia. Danielle is a member of Financial Advice Association of Australia (FAAA).
Specialisations
Retirement planning
Superannuation
SMSF
Insurance
Investment advice
Estate planning
Tax strategies
Aged care
Debt management
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Graduate Certificate in Applied Finance
Kaplan
2019
Advanced Diploma of Financial Planning
Monarch Institute
2019
Tax and Commercial Law for Financial Planning
Kaplan
2021
Master of Financial Planning
Kaplan
2023
Commercial Law (TASACL)
Kaplan
2024
Aged Care Professional
Aged Care Steps
2024
Certified Financial Planner (CFP)
Financial Advice Association of Australia