DANIEL GERSON
Financial Adviser · Leederville, WA
📚 Qualifications & Training
2014 - Diploma of Financial Services (Financial Planning) - - Kaplan
2015 - Self Managed Superannuation Funds - Other - Kaplan Education
2016 - Bachelor of Arts - Bachelor Degree (AQF 7) - The University of Notre Dame
2016 - Bachelor of Laws - Bachelor Degree (AQF 7) - The University of Notre Dame
2026 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
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.