Financial Adviser
· SOUTH PERTH, WA
Daniel Blumberg
No disciplinary history on record with ASIC
SOUTH PERTH,
WA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001265161
About Daniel Blumberg
Daniel Blumberg is a financial adviser based in South Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Daniel is currently authorised under Micorah. Daniel holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Masters of Accounting from Curtin University. Daniel is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce
Curtin University
2013
Masters of Accounting
Curtin University
2017
Chartered Accountant
Institute of Chartered Accountants
2018
Tier 1
Knowledge and Skills - - Kaplan
2025
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional