Financial Adviser · SWAN HILL, VIC

Daniel Tuan Yu Tiet

SWAN HILL, VIC

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000457177

Currently at

Dodgshun Medlin Financial Consultants

Swan Hill, VIC (firm address)

View firm profile

About Daniel Tuan Yu Tiet

Daniel Tuan Yu Tiet is a financial adviser based in Swan Hill, Victoria, with 12 years of experience in the financial services industry since 2014. Daniel is currently authorised under Wealth Advice Services, operating through Dodgshun Medlin Financial Consultants. Daniel holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Daniel's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Daniel is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Business (Accounting)

RMIT University

2013

Diploma of Financial Planning

Association of Superannuation Funds of Australia Ltd (ASFA)

2018

Certified Financial Planner (CFP)

Financial Planning Association of Australia (FPA)

2019

Ethics & Professionalism in Financial Advice

Ethics - Kaplan Professional

2019

Self Managed Superannuation Funds

Kaplan Professional

Registration History

Wealth Advice Services Pty Ltd

May 2022 - Present Current

Shadforth Financial Group Limited

Apr 2017 - Feb 2022 Ceased

Hillross Financial Services Limited

May 2014 - Mar 2017 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.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