DANIEL BOOTH
Financial Adviser · Cheltenham, VIC
📚 Qualifications & Training
2009 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Monash University
2012 - Life Insurance - - RG146 Training Australia
2015 - Certified Financial Planner - Graduate Diploma (AQF 8) - Deakin University
2018 - Accredited Listed Product Adviser Program - - Kaplan Professional
2020 - Self Managed Super - Other - Mentor Education
2025 - Ethics & Professionalism in Finance - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.