Financial Adviser
· MELBOURNE, VIC
Daniel Frank Santopietro
No disciplinary history on record with ASIC
MELBOURNE,
VIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001300870
About Daniel Frank Santopietro
Daniel Frank Santopietro is a financial adviser based in Melbourne, Victoria, with 3 years of experience in the financial services industry since 2023. Daniel is currently authorised under Jbs Financial Strategists. 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 Bachelor of Business (Accountancy) and Bachelor of Business (Financial Planning) from RMIT.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Business (Accountancy) and Bachelor of Business (Financial Planning)
RMIT
2022
SMSF Regulations and Taxation
Kaplan
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2023
Certificate IV in Finance and Mortgage Broking
Kaplan