DANIELLE GREEN
Financial Adviser ยท Bondi Junction, NSW
๐ Qualifications & Training
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2013 - Principles of Self Managed Superannuation Funds - Other - International Institute of Technology
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2025 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
๐ข Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
โน๏ธ 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.