DANIEL GIACOBBE
Financial Adviser Ā· Leichhardt, NSW
š Qualifications & Training
2011 - Bachelor of Business & Commerce - Bachelor Degree (AQF 7) - Western Sydney University
2011 - Diploma in Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2014 - Chartered Accountant - Professional Designations - Chartered Accountants Australia and New Zealand
2020 - Registered Tax Agent - Professional Designations - Tax Practitioners Board
2021 - Diploma of Finance and Mortgage Broking Management - Other - AAMC Training Group
2025 - Ethics and Profvessionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025 - Superannuation and Retirement Advice - Other - Kaplan Higher Education Pty Limited
š¢ Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Finance Brokers Association of Australia (FBAA)
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
ā¹ļø 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.