Financial Adviser
· CARLTON, VIC
Daniel Michael Stefanetti
No disciplinary history on record with ASIC
CARLTON,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246158
About Daniel Michael Stefanetti
Daniel Michael Stefanetti is a financial adviser based in Carlton, Victoria, with 26 years of experience in the financial services industry since 2000. Daniel is currently authorised under Grimsey Wealth. 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 Certified Financial Planner from Financial Planning Association. Daniel is a member of Financial Advice Association of Australia (FAAA) and MFAA.
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
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2004
Certified Financial Planner
Financial Planning Association
2012
FNS50504 Diploma of Financial Services (Finance/Mortgage Broking Management)
Kaplan Education Pty Ltd
2021
Ethics for Financial Services
Ethics - Deakin University
Registration History
Source: ASIC Financial Advisers Register