DANIEL KRSTEVSKI
Financial Adviser · Charlestown, NSW
📚 Qualifications & Training
2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Newcastle
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional
2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
2024 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education
2024 - SMSF Specialist Advisor - Professional Designations - SMSF Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.