Financial Adviser · SOUTH PERTH, WA

Daniel James Viola

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000299234

Daniel James Viola is a financial adviser based in South Perth, Western Australia, with 20 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 Commerce (Economics and Financial Planning) from Curtin University.

Authorised to Advise On

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

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

2005

Bachelor of Commerce (Economics and Financial Planning)

Curtin University

2007

Certificate IV Financial Services (Finance/Mortgage Broking)

Tribeca

Registration History

Akumin Financial Planning Pty Limited

Nov 2012 - Present Current

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

BW FINANCIAL ADVICE PTY LIMITED

Jan 2010 - Nov 2012 Ceased

Source: ASIC Financial Advisers Register