Financial Adviser
· SCORESBY, VIC
Daniel Khreish
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006061
Daniel Khreish is a financial adviser based in Scoresby, Victoria, with 18 years of experience in the financial services industry. Daniel is currently authorised under Securinvest Financial Planners 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 Holmesglen. 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
2008
Diploma of Business
Holmesglen Institute
2008
Diploma of Financial Services (Financial Planning)
Holmesglen Institute
2009
Advanced Diploma of Financial Services (Financial Planning)
Holmesglen