DANIEL BALDI
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2017 - Bachelor of Commerce (Economics, Finance) - Bachelor Degree (AQF 7) - Griffith University
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2021 - Economic & Legal Context for Financial Planning - Other - Kaplan Higher Education
2021 - Graduate Diploma of Financial Planning - Other - Kaplan Higher Education Pty Limited
2025 - Tax for Financial Advising - Other - Kaplan Professional
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.