DANIELLE MARTIN
Financial Adviser · Penrith, NSW
📚 Qualifications & Training
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University/FPA
2015 - 200869 Principles of Taxation - Other - Western Sydney University
2015 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - Western Sydney University
2020 - Accredited Aged Care Professional - Other - Aged Care Steps (ACS) Pty Ltd
2026 - Commercial Law - Other - Kaplan Professional
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.