DANIELE FOCHESATO

Financial Adviser · Sydney, NSW

Registered

Registration Number

001002346

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2010

Registration Date

01/10/2019

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2004 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Charles Sturt University (CSU)
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT)
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Tax for Financial Advising - Other - Kaplan Professional

🏢 Professional Memberships

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.