Financial Adviser · MELBOURNE, VIC

Daniel Bontempelli

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000437213

Currently at

The Trustee For Freedom Finance Australia (Essendon) Unit Trust

Melbourne, VIC

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Daniel Bontempelli is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry since 2013. Daniel is currently authorised under Endeavor Asset Management, operating through The Trustee For Freedom Finance Australia (Essendon) 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 from La Trobe University. Daniel is a member of SMSF Association.

Authorised to Advise On

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

Restrictions: Government Debentures, Stocks or Bonds - Class of Prouct Advice Only

Authorised to provide tax financial advice services

Qualifications and Training

2006

Certificate IV in Financial Services

RMIT

2007

Diploma of Financial services

RMIT

2010

Case Studies in Financial Planning (Capstone Subject)

LaTrobe University

2011

Bachelor of Finance

La Trobe University

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

2026

SMSF Association Specialist Advisor Accreditation Program

SMSF Association

Registration History

Endeavor Asset Management Pty. Ltd.

Jan 2026 - Present Current

Government Debentures, Stocks or Bonds - Class of Prouct Advice Only

Endeavor Asset Management Pty. Ltd.

Jan 2025 - Dec 2025 Ceased

WEALTH TRAIL PTY LTD

Jan 2021 - Feb 2025 Ceased

First Mutual Australia Pty Ltd

May 2019 - Jan 2021 Ceased

Axies Pty. Ltd.

May 2018 - May 2019 Ceased

Not authorised in SMSF

Investors Direct Financial Planning Pty Ltd

Aug 2017 - Feb 2018 Ceased

Not authorised to provide SMSF advice

FINANCIAL SERVICES PARTNERS PTY LIMITED

Apr 2013 - Jul 2017 Ceased

Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register