Daniel Giacobbe
Financial Adviser in Leichhardt, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001262503
- Location
- Leichhardt NSW 2040
- Licensee
- 314 Financial Partnership Pty Ltd (AFSL 501527)
- Authorised since
- 5 April 2019
- First provided advice
- 2018
- Qualifications
- Bachelor of Business & Commerce, Western Sydney University (2011); Diploma in Financial Planning, Kaplan Higher Education Pty Limited (2011); Chartered Accountant, Chartered Accountants Australia and New Zealand (2014); Registered Tax Agent, Tax Practitioners Board (2020); Diploma of Finance and Mortgage Broking Management, AAMC Training Group (2021); Ethics and Profvessionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025); Superannuation and Retirement Advice, Kaplan Higher Education Pty Limited (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Finance Brokers Association of Australia (FBAA); Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA)
- 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 Giacobbe
On the Financial Advisers Register kept by ASIC, Daniel Giacobbe appears as a current financial adviser in Leichhardt, New South Wales, adviser number 001262503.
Daniel provides advice as an authorised representative of 314 Financial Partnership Pty Ltd, which holds Australian financial services licence 501527. That authorisation dates from 5 April 2019.
The register records 2018 as the year Daniel first provided financial advice. The qualifications listed for Daniel include Bachelor of Business & Commerce (Western Sydney University, 2011), Diploma in Financial Planning (Kaplan Higher Education Pty Limited, 2011) and Chartered Accountant (Chartered Accountants Australia and New Zealand, 2014). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Finance Brokers Association of Australia (FBAA) and Financial Advice Association of Australia (FAAA).
Daniel is authorised to advise 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 Giacobbe a registered financial adviser?
Yes. Daniel Giacobbe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001262503.
Which licensee does Daniel Giacobbe work under?
314 Financial Partnership Pty Ltd, Australian financial services licence 501527.
What can Daniel Giacobbe 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.