Financial Adviser
· CHELTENHAM, VIC
Daniel Booth
No disciplinary history on record with ASIC
CHELTENHAM,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008372
Daniel Booth is a financial adviser based in Cheltenham, Victoria, with 11 years of experience in the financial services industry since 2015. Daniel is currently authorised under Kingston Private Wealth. 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 Certified Financial Planner 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
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business (Banking and Finance)
Monash University
2012
Life Insurance
RG146 Training Australia
2015
Certified Financial Planner
Deakin University
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2020
Self Managed Super
Mentor Education
2025
Ethics & Professionalism in Finance
Ethics - Kaplan Professional
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register