Financial Adviser
· OSBORNE PARK, WA
Daniel Mezzatesta
No disciplinary history on record with ASIC
OSBORNE PARK,
WA
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002165
About Daniel Mezzatesta
Daniel Mezzatesta is a financial adviser based in Osborne Park, Western Australia, with 11 years of experience in the financial services industry since 2015. Daniel is currently authorised under Synchron Advice, operating through Avanti Advisory Co. 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 Commerce Major in Financial Planning from Curtin University.
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
2011
Bachelor of Commerce Major in Financial Planning
Curtin University
2016
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register