Financial Adviser
· GOWRIE, ACT
Danielle Coventry
No disciplinary history on record with ASIC
GOWRIE,
ACT
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000302263
About Danielle Coventry
Danielle Coventry is a financial adviser based in Gowrie, Australian Capital Territory, with 23 years of experience in the financial services industry since 2003. Danielle is currently authorised under Australian Mortgage And Financial Advisers, operating through Engage Marketing & Management. Danielle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Danielle's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Danielle is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Planning (Financial Services)
Tribeca
2012
Advanced Diploma of Financial Planning (Financial Services)
Kaplan
2015
Self Managed Super Fund (SMSF)
Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan