DANIEL CIMOLI
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1998 - Bachelor of (Hons) Commerce (Economics) - - Deakin University
2005 - Graduate Diploma of Applied Finance & Investments - Graduate Diploma (AQF 8) - Securities Institute of Australasia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.