ROBERT ROCCO DANIELE
Financial Adviser · Kingswood, SA
📚 Qualifications & Training
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2017 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - The University of Adelaide
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - Specialist SMSF Online Learning Modules - Certificate (AQF 1-4) - SuperConcepts / University of Adelaide
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.