Financial Adviser · MELBOURNE, VIC

Daniel Matthew Salerno

MELBOURNE, VIC

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000342177

Currently at

The Trustee For Dns Family Trust

Toowong, QLD (firm address)

View firm profile

About Daniel Matthew Salerno

Daniel Matthew Salerno is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. Daniel is currently authorised under Cobalt Advisers, operating through The Trustee For Dns Family Trust. 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 Griffith University. Daniel is a member of MFAA - Mortgage & Finance Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Superannuation excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2009

Advanced Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy Pty Ltd

2009

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2013

Diploma of Finance and Mortgage Broking Management

Intellitrain Pty Ltd

2016

Graduate Certificate in Financial Planning

Griffith University

2020

7269AFE/7815AFE Ethics and Professionalism

Ethics - Griffith University

2021

Master of Financial Planning

Griffith University

Registration History

Cobalt Advisers Pty Ltd

Aug 2021 - Present Current

Superannuation excludes SMSF

Akumin Financial Planning Pty Limited

Oct 2009 - Aug 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register