Financial Adviser
· CHARLESTOWN, NSW
Daniel Krstevski
No disciplinary history on record with ASIC
CHARLESTOWN,
NSW
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001257451
About Daniel Krstevski
Daniel Krstevski is a financial adviser based in Charlestown, New South Wales, with 9 years of experience in the financial services industry since 2017. Daniel is currently authorised under Count Financial Limited, operating through Count Financial. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Master of Financial Planning from Kaplan Higher Education. Daniel is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce
The University of Newcastle
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2017
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2020
Accredited Listed Product Adviser Program
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Master of Financial Planning
Kaplan Higher Education
2024
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education
2024
SMSF Specialist Advisor
SMSF Association