DANNY BESHARA

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

001270082

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2010

Registration Date

16/11/2018

Financial Services Licensee

PERKS PRIVATE WEALTH PTY LTD

Licence #000236551

šŸ“š Qualifications & Training

2009 - Bachelor of Commerce and Applied Finance - Bachelor Degree (AQF 7) - University of South Australia
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited

ā„¹ļø 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.