Financial Adviser
· FLOREAT, WA
Daniel Stevens
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000308702
Daniel Stevens is a financial adviser based in Floreat, Western Australia, with 13 years of experience in the financial services industry since 2013. Daniel is currently authorised under Approved Financial Planners. 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 Business from Edith Cowan University (ECU).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Business
Edith Cowan University (ECU)
2013
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register