Daniel Elliot Feldman
Financial Adviser in Heatherton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002820
- Location
- Heatherton VIC 3202
- Licensee
- FF Solutions Group Pty Ltd (AFSL 549453)
- Authorised since
- 25 October 2023
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), International Institute of Technology (IIT) (2010); Advanced Diploma of Financial Planning, Kaplan Higher Education (2017); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Economic and Legal Context for Financial Planning, Kaplan Higher Education (2021); Insurance Advice, Kaplan Higher Education (2023); Superannuation & Retirement Advice, Kaplan Higher Education (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Elliot Feldman
Daniel Elliot Feldman is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Heatherton, Victoria (adviser number 001002820).
Daniel provides advice as an authorised representative of FF Solutions Group Pty Ltd, which holds Australian financial services licence 549453. That authorisation dates from 25 October 2023.
According to the register, Daniel first provided financial advice in 2010. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (International Institute of Technology (IIT), 2010), Advanced Diploma of Financial Planning (Kaplan Higher Education, 2017) and Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2020). Daniel is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Daniel Elliot Feldman a registered financial adviser?
Yes. Daniel Elliot Feldman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002820.
Which licensee does Daniel Elliot Feldman work under?
FF Solutions Group Pty Ltd, Australian financial services licence 549453.
What can Daniel Elliot Feldman give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.