DANIEL PROKOPCZAK
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2004 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology
2009 - Graduate Diploma of Applied Finance (Major in Financial Planning) - Graduate Diploma (AQF 8) - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2013 - Self Managed Superannuation Funds - Other - Kaplan Professional
2014 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
🏢 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.