DANIELLE JANE BLOODWORTH

Financial Adviser ยท Mitcham, VIC

Registered

Registration Number

000455809

Registration Status

Registered

Location

Mitcham, VIC 3132

Providing Advice Since

2005

Registration Date

01/09/2017

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2004 - Diploma of Financial Services - - Financial Planning Association of Australia (FPA)
2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca
2008 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2014 - ASX Accredited Listed Product Adviser Program - - Kaplan Professional
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kappla Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏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.