Financial Adviser · ADELAIDE, SA

Daniel Roscio

ADELAIDE, SA

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000393187

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Daniel Roscio is a financial adviser based in Adelaide, South Australia, with 16 years of experience in the financial services industry since 2010. Daniel is currently authorised under Akumin Financial Planning. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

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

Authorised to provide tax financial advice services

Qualifications and Training

2009

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2011

Advanced Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy Pty Ltd

2011

Self Managed Superannuation Funds