DANIEL STEVENS
Financial Adviser · Floreat, WA
📚 Qualifications & Training
1998 - Bachelor of Business - Bachelor Degree (AQF 7) - Edith Cowan University (ECU)
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
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.