Financial Adviser
· NARRE WARREN, VIC
Daniel Boce
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247896
Daniel Boce is a financial adviser based in Narre Warren, Victoria, with 22 years of experience in the financial services industry. Daniel is currently authorised under Synchron Advice 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 Advanced Diploma of Financial Services (Financial Planning) from AMP Limited. 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
2003
Diploma of Financial Services (Financial Planning)
AMP Limited
2004
Advanced Diploma of Financial Services (Financial Planning)
AMP Limited
2006
Self Managed Superannuation Funds
Tribeca Learning (Aust) Pty Limited
2011
Certificate IV Financial Services (Finance/Mortgage Broking)
Kaplan Professional
2012
Diploma of Financial Services (Finance/Mortgage Broking Management)
Kaplan Professional
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register