DANIAL NADEEM
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2017 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Swinburne University of Technology
2018 - Diploma Financial Planning - Diploma (AQF 5) - Monarch Institute
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2020 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.