Financial Adviser · SYDNEY, NSW

Daniele Fochesato

SYDNEY, NSW

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002346

Currently at

Integral Private Wealth Group

Melbourne, VIC (firm address)

View firm profile

About Daniele Fochesato

Daniele Fochesato is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry since 2010. Daniele is currently authorised under Sira Group, operating through Integral Private Wealth Group. Daniele holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniele's qualifications include a Bachelor of Business (Finance) from Charles Sturt University (CSU). Daniele is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

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

2004

Bachelor of Business (Finance)

Charles Sturt University (CSU)

2010

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

Advanced Diploma of Financial Services (Financial Planning)

International Institute of Technology Pty Ltd (IIT)

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2025

Tax for Financial Advising

Kaplan Professional

Registration History

Sira Group Pty Ltd

Nov 2021 - Present Current

Akumin Financial Planning Pty Limited

Oct 2019 - Jul 2021 Ceased

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

ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD

Nov 2014 - Aug 2019 Ceased

Miscellaneous financial investment products restricted to instalment warrants issued in respect of interests in direct real property.

CMH FINANCIAL GROUP PTY LTD

May 2012 - Oct 2014 Ceased

THE SALISBURY GROUP PTY LTD

Sep 2010 - Apr 2012 Ceased

Source: ASIC Financial Advisers Register