DANIELLE STRAUSS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2018 - Graduate Certificate in Applied Finance - Graduate Certificate (AQF 8) - Kaplan
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2019 - Tax and Commercial Law for Financial Planning - Other - Kaplan
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
2023 - Commercial Law (TASACL) - Other - Kaplan
2024 - Aged Care Professional - Professional Designations - Aged Care Steps
2024 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association of Australia
🏢 Professional Memberships
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.