DANIEL TUAN YU TIET
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2011 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - RMIT University
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Association of Superannuation Funds of Australia Ltd (ASFA)
2018 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2019 - Self Managed Superannuation Funds - Diploma (AQF 5) - 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.