DANIEL JAMES BERGMAN
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2013 - Diploma of Financial Planning - - Integrity Education Group Pty Ltd
2014 - ADA1 Level 1 - - Kaplan Education Pty Ltd
2014 - Margin Lending Accreditation Program - - Stockbroker Association of Australia / DeakinPrime
2024 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Professional
2025 - FPC004 Insurance Advice - Other - Kaplan Professional
2025 - FPC005 Estate and Succession Planning - Other - Kaplan Professional
2025 - FPC006 Tax for Financial Planning - Other - Kaplan Professional
2025 - FPC007B Client Engagment Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - FPC008 Investment Advice - Other - Kaplan Professional
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.