YOPPIE SUTANTO DANIEL
Financial Adviser · Sydney Olympic Park, NSW
📚 Qualifications & Training
2001 - Master of Commerce (Banking) - Masters Degree (AQF 9) - University of New South Wales
2004 - Certificate III in Mortgage Lending - Certificate (AQF 1-4) - TAFE NSW
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2025 - Margin Lending Specialist - Other - Kaplan Professional
🏢 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.