DANIEL MEZZATESTA
Financial Adviser · Osborne Park, WA
📚 Qualifications & Training
2011 - Bachelor of Commerce Major in Financial Planning - Bachelor Degree (AQF 7) - Curtin University
2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.