Financial Adviser
· PERTH, WA
Daniel Berich
No disciplinary history on record with ASIC
PERTH,
WA
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001296092
About Daniel Berich
Daniel Berich is a financial adviser based in Perth, Western Australia, with 3 years of experience in the financial services industry since 2023. Daniel works at Shaw And Partners, which is licensed through Shaw And Partners Limited. Daniel holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Commerce (Applied Finance and Commercial Law) from Curtin University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce (Applied Finance and Commercial Law)
Curtin University of Technology
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd