DANIEL JOSEPH GRISAFFI
Financial Adviser Β· Wynnum, QLD
π Qualifications & Training
2004 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology
2004 - Bachelor of Information Technology - - Queensland University of Technology
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - Tier1: (928) Margin Lending - - Kaplan Professional
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
π’ Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board
βΉοΈ 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.