Financial Adviser · CARRUM DOWNS, VIC

Daniel Baschera

36 Years experience

Tax advice
authorised

ASIC Registered · ADV 000235923

Currently at

Melbourne, VIC

View firm profile

Daniel Baschera is a financial adviser based in Carrum Downs, Victoria, with 36 years of experience in the financial services industry since 1990. Daniel is currently authorised under Synchron Advice. Daniel holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Daniel holds a (FNS50804) Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Restrictions: SMSF (Self-Managed Superannuation Funds) is not included in this Level of Authority

Authorised to provide tax financial advice services

Qualifications and Training

2012

(FNS50804) Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

Registration History

Synchron Advice Pty Ltd

Dec 2022 - Present Current

SMSF (Self-Managed Superannuation Funds) is not included in this Level of Authority

Synchron Advice Pty Ltd

Apr 2021 - Sep 2022 Ceased

Superannuation authorisation excludes Self-Managed Superannuation Funds

A.C.N. 133 593 012 PTY LTD

Jul 2012 - Apr 2021 Ceased

Excludes SMSF

Financial Wisdom Limited

Sep 2003 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register