DANIEL MICHAEL STEFANETTI
Financial Adviser · Carlton, VIC
📚 Qualifications & Training
2001 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2004 - Certified Financial Planner - - Financial Planning Association
2012 - FNS50504 Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Kaplan Education Pty Ltd
2021 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
MFAA
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.