Daniel James Viola
Financial Adviser in South Perth, Western Australia, Australia
Review Daniel James Viola
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000299234
- Location
- South Perth WA 6151
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 7 November 2012
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Economics and Financial Planning), Curtin University (2005); Certificate IV Financial Services (Finance/Mortgage Broking), Tribeca (2007)
- 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, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel James Viola
Daniel James Viola is a financial adviser in South Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000299234.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 7 November 2012.
The register records 2006 as the year Daniel first provided financial advice. The qualifications listed for Daniel include Bachelor of Commerce (Economics and Financial Planning) (Curtin University, 2005) and Certificate IV Financial Services (Finance/Mortgage Broking) (Tribeca, 2007).
Daniel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Daniel James Viola here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Daniel James Viola a registered financial adviser?
Yes. Daniel James Viola is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000299234.
Which licensee does Daniel James Viola work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Daniel James Viola 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; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."