Financial Adviser · MELBOURNE, VIC

Danial Nadeem

5 Years experience

Tax advice
authorised

ASIC Registered · ADV 001286739

Currently at

Melbourne, VIC

View firm profile

Danial Nadeem is a financial adviser based in Melbourne, Victoria, with 5 years of experience in the financial services industry since 2021. Danial is currently authorised under Endeavor Asset Management, operating through Ffa Fp. Danial holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Danial's qualifications include a Bachelor of Business (Finance) from Swinburne University of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Government Debentures, Stocks or Bonds - Class of Product Only;

Authorised to provide tax financial advice services

Qualifications and Training

2017

Bachelor of Business (Finance)

Swinburne University of Technology

2018

Diploma Financial Planning

Monarch Institute

2020

Ethics & Professionalism in Financial Advice

Ethics - Kaplan

2020

Graduate Diploma Financial Planning

Kaplan

Registration History

Endeavor Asset Management Pty. Ltd.

Jan 2025 - Present Current

Government Debentures, Stocks or Bonds - Class of Product Only;

WEALTH TRAIL PTY LTD

May 2021 - Feb 2025 Ceased

All superannuation excluding SMSF. Not authorised to provide SMSF advice. Government Debentures, Stocks or Bonds & Securities class of product only.

Source: ASIC Financial Advisers Register