DANIEL PAUL ALOMES
Financial Adviser · Rosny Park, TAS
📚 Qualifications & Training
2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania
2013 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
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.