Financial Adviser · MENAI, NSW

Daniel Mikhail

MENAI, NSW

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000433944

Currently at

Jigsaw Financial Planning Nsw

Menai, NSW (firm address)

View firm profile

Daniel Mikhail is a financial adviser based in Menai, New South Wales, with 16 years of experience in the financial services industry since 2010. Daniel is currently authorised under Jfp Adviser Services, operating through Jigsaw Financial Planning Nsw. 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 Commercer Major in Accounting and Financial Planning from Deakin University. Daniel is a member of Financial Advice Association of Australia (FAAA).

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

2004

Bachelor of Commercer Major in Accounting and Financial Planning

Deakin University

2007

Diploma of Financial Services (Financial Planning)

Tribeca

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2023

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Jfp Adviser Services Pty Ltd

May 2025 - Present Current

Jfp Adviser Services Pty Ltd

Oct 2023 - May 2025 Ceased

Fyg Planners Pty Ltd

Jun 2022 - Oct 2023 Ceased

Fyg Planners Pty Ltd

Jun 2021 - Jun 2022 Ceased

Charter Financial Planning Limited

Feb 2013 - Dec 2020 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register