DANIEL ROSCIO
Financial Adviser · Adelaide, SA
📚 Qualifications & Training
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd
2011 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2012 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2012 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2017 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA)
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.