Financial Adviser · HEATHERTON, VIC

Daniel Elliot Feldman

HEATHERTON, VIC

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002820

Currently at

Family Financial Solutions

Heatherton, VIC (firm address)

View firm profile

Daniel Elliot Feldman is a financial adviser based in Heatherton, Victoria, with 16 years of experience in the financial services industry since 2010. Daniel is currently authorised under Ff Solutions Group, operating through Family Financial Solutions. 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 Advanced Diploma of Financial Planning from Kaplan Higher Education. 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

2010

Diploma of Financial Services (Financial Planning)

International Institute of Technology (IIT)

2017

Advanced Diploma of Financial Planning

Kaplan Higher Education

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2021

Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education

2023

Insurance Advice

Kaplan Higher Education

2023

Superannuation & Retirement Advice

Kaplan Higher Education

Registration History

Ff Solutions Group Pty Ltd

Oct 2023 - Present Current

Capstone Financial Planning Pty Ltd

Oct 2019 - Oct 2023 Ceased

This authorised representative is only authorised to give class of product advice in relation to Securities.

Commonwealth Financial Planning Limited

May 2010 - Oct 2019 Ceased

Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register