DANIEL BONTEMPELLI
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2006 - Certificate IV in Financial Services - - RMIT
2007 - Diploma of Financial services - - RMIT
2010 - Case Studies in Financial Planning (Capstone Subject) - Other - LaTrobe University
2011 - Bachelor of Finance - - La Trobe University
2011 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2026 - SMSF Association Specialist Advisor Accreditation Program - Professional Designations - SMSF Association
🏢 Professional Memberships
SMSF Association
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.