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

Daniel Lepre

15 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000402550

Daniel Lepre is a financial adviser based in Werribee, Victoria, with 15 years of experience in the financial services industry. Daniel is currently authorised under Akumin Financial Planning Pty Limited. 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 Business from La Trobe University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of Business
La Trobe University
2010
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Apr 2011 - Present Current
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