Financial Adviser
· HEATHERTON, VIC
Daniel Elliot Feldman
No disciplinary history on record with ASIC
HEATHERTON,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002820
Practice
Clayton, VIC (practice address on ASIC register)
Licensed through FF Solutions Group
About Daniel Elliot Feldman
Daniel Elliot Feldman is a financial adviser based in Heatherton, Victoria, with 16 years of experience in the financial services industry since 2010. Daniel works at Family Financial Solutions, which is licensed through Ff Solutions Group. 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 Advanced Diploma of Financial Planning from Kaplan Higher Education. Daniel is a member of 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
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
International Institute of Technology (IIT)
2017
Advanced Diploma of Financial Planning
Kaplan Higher Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2023
Insurance Advice
Kaplan Higher Education
2023
Superannuation & Retirement Advice
Kaplan Higher Education
Registration History
This authorised representative is only authorised to give class of product advice in relation to Securities.
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register