Financial Adviser
· ABBOTSFORD, VIC
Daniel Micevski
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267772
Daniel Micevski is a financial adviser based in Abbotsford, Victoria, with 8 years of experience in the financial services industry since 2018. Daniel is currently authorised under Beryllium Advisers, operating through The Trustee For Boston Wealth Management Unit 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 Bachelor of Finance majoring in Financial Planning & Finance from LaTrobe University.
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
2017
Bachelor of Finance majoring in Financial Planning & Finance
LaTrobe University
2018
Self Managed Superannuation Funds
Financial Education Professionals
2025
FPC002B
Bridging Course - Ethics - Kaplan Professional
Registration History
ACN 130 288 578 PTY LTD
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
Source: ASIC Financial Advisers Register