DANIEL PAUL LUNARDI
Financial Adviser · Hawthorn East, VIC
📚 Qualifications & Training
2014 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Swinburne University of Technology
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2019 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia (FPA)
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.