Data sourced from ASIC Financial Advisers Register
Financial Adviser · ROUSE HILL, NSW

Yoppie Sutanto Daniel

ROUSE HILL, NSW
18 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002807
Currently at
Count Financial Limited
Sydney, NSW (firm address)
View firm profile

About Yoppie Sutanto Daniel

Yoppie Sutanto Daniel is a financial adviser based in Rouse Hill, New South Wales, with 18 years of experience in the financial services industry since 2008. Yoppie is currently authorised under Count Financial Limited, operating through Count Financial. Yoppie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Yoppie's qualifications include a Master of Commerce (Banking) from University of New South Wales. Yoppie 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 Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001
Master of Commerce (Banking)
University of New South Wales
2004
Certificate III in Mortgage Lending
TAFE NSW
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Introduction to Self Managed Superannuation Funds
Kaplan Professional
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2025
Margin Lending Specialist
Kaplan Professional

Registration History

Count Financial Limited
Feb 2022 - Present Current
AIA Financial Services Pty Limited
Dec 2021 - Jan 2022 Ceased
Commonwealth Financial Planning Limited
Jan 2020 - Nov 2021 Ceased
Not authorised to provide personal advice on Securities, Standard Margin Lending
Commonwealth Financial Planning Limited
Dec 2011 - Jan 2020 Ceased
Not authorised to provide personal advice on Securities, Standard Margin Lending

Source: ASIC Financial Advisers Register