Daniel Lepre
Financial Adviser in Werribee, Victoria, Australia
Review Daniel Lepre
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 number000402550
- Location
- Werribee VIC 3030
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 April 2011
- First provided advice
- 2011
- Qualifications
- Bachelor of Business, La Trobe University (2010); Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2010); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- 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, 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 Lepre
Daniel Lepre is a financial adviser in Werribee, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000402550.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 1 April 2011.
According to the register, Daniel first provided financial advice in 2011. Qualifications and training on file include Bachelor of Business (La Trobe University, 2010), Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2010) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2022).
Daniel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “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 Lepre here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Daniel Lepre a registered financial adviser?
Yes. Daniel Lepre is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000402550.
Which licensee does Daniel Lepre work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Daniel Lepre 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; 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."