DANIEL JONATHAN DEGRASSI
Financial Adviser · Bondi Junction, NSW
📚 Qualifications & Training
2003 - Bachelor of Commerce (Economics & Finance) - Bachelor Degree (AQF 7) - University of Sydney
2005 - Diploma of Financial Services - Diploma (AQF 5) - Kaplan Professional
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional
2025 - SuperConcepts Specialist SMSF Online Course - Other - Super Concepts
🏢 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.