Daniel Joseph Grisaffi
Financial Adviser in Milton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001005
- Location
- Milton QLD 4064
- Licensee
- Aia Financial Services Pty Limited (AFSL 231109)
- Authorised since
- 1 December 2021
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Banking & Finance), Queensland University of Technology (2004); Bachelor of Information Technology, Queensland University of Technology (2004); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Tier1: (928) Margin Lending, Kaplan Professional (2017); Ethics & Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Restriction
- Not authorised to provide advice in SMSFs.
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Joseph Grisaffi
On the Financial Advisers Register kept by ASIC, Daniel Joseph Grisaffi appears as a current financial adviser in Milton, Queensland, adviser number 001001005.
Daniel provides advice as an authorised representative of Aia Financial Services Pty Limited, which holds Australian financial services licence 231109. That authorisation dates from 1 December 2021.
The register records 2004 as the year Daniel first provided financial advice. Qualifications and training on file include Bachelor of Business (Banking & Finance) (Queensland University of Technology, 2004), Bachelor of Information Technology (Queensland University of Technology, 2004) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Daniel is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice in SMSFs.”
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Questions people ask
Is Daniel Joseph Grisaffi a registered financial adviser?
Yes. Daniel Joseph Grisaffi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001005.
Which licensee does Daniel Joseph Grisaffi work under?
Aia Financial Services Pty Limited, Australian financial services licence 231109.
What can Daniel Joseph Grisaffi give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; retirement savings accounts. It also records this restriction: "Not authorised to provide advice in SMSFs."