Financial Adviser · WERRIBEE, VIC

Daniel Lepre

WERRIBEE, VIC

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000402550

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Daniel Lepre is a financial adviser based in Werribee, Victoria, with 15 years of experience in the financial services industry since 2011. Daniel is currently authorised under Akumin Financial Planning. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's 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