Daniel Matthew Salerno
Financial Adviser in Melbourne, Victoria, Australia
Review Daniel Matthew Salerno
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 number000342177
- Location
- Melbourne VIC 3004
- Licensee
- Cobalt Advisers Pty Ltd (AFSL 512550)
- Authorised since
- 21 August 2021
- First provided advice
- 2009
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy Pty Ltd (2009); Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Diploma of Finance and Mortgage Broking Management, Intellitrain Pty Ltd (2013); Graduate Certificate in Financial Planning, Griffith University (2016); 7269AFE/7815AFE Ethics and Professionalism, Griffith University (2020); Master of Financial Planning, Griffith University (2021)
- Memberships
- MFAA - Mortgage & Finance Association of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Matthew Salerno
On the Financial Advisers Register kept by ASIC, Daniel Matthew Salerno appears as a current financial adviser in Melbourne, Victoria, adviser number 000342177.
Daniel provides advice as an authorised representative of Cobalt Advisers Pty Ltd, which holds Australian financial services licence 512550. The current authorisation started on 21 August 2021.
The register records 2009 as the year Daniel first provided financial advice. The qualifications listed for Daniel include Advanced Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy Pty Ltd, 2009), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009) and Diploma of Finance and Mortgage Broking Management (Intellitrain Pty Ltd, 2013). Professional memberships recorded: MFAA – Mortgage & Finance Association of Australia.
Daniel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation excludes SMSF.”
Reviews
Nobody has reviewed Daniel Matthew Salerno here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Daniel Matthew Salerno a registered financial adviser?
Yes. Daniel Matthew Salerno is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000342177.
Which licensee does Daniel Matthew Salerno work under?
Cobalt Advisers Pty Ltd, Australian financial services licence 512550.
What can Daniel Matthew Salerno give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation excludes SMSF."