DANIEL BLUMBERG
Financial Adviser · South Perth, WA
📚 Qualifications & Training
2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Curtin University
2013 - Masters of Accounting - Masters Degree (AQF 9) - Curtin University
2017 - Chartered Accountant - - Institute of Chartered Accountants
2018 - Tier 1 - Life Insurance - Knowledge and Skills - - Kaplan
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.