DANIEL WEEKS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2013 - Graduate Certificate in Applied Finance - Graduate Certificate (AQF 8) - Kaplan Professional
2014 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2015 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
🏢 Professional Memberships
Accredited Aged Care Professional
CFP - Certified Financial Planner (FPA)
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.