Daniel Michael Samuel Herft
Financial Adviser in Ferntree Gully, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001263541
- Location
- Ferntree Gully VIC 3156
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 1 December 2022
- First provided advice
- 2018
- Qualifications
- Diploma of Management, Melbourne Institute of Business and Technology Pty Ltd (2011); Bachelor of Management (Majoring in Human Resource Management and Financial Planning), Deakin University (2016); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2025)
- 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
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Michael Samuel Herft
On the Financial Advisers Register kept by ASIC, Daniel Michael Samuel Herft appears as a current financial adviser in Ferntree Gully, Victoria, adviser number 001263541.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 1 December 2022.
According to the register, Daniel first provided financial advice in 2018. Qualifications and training on file include Diploma of Management (Melbourne Institute of Business and Technology Pty Ltd, 2011), Bachelor of Management (Majoring in Human Resource Management and Financial Planning) (Deakin University, 2016) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Ltd, 2025).
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.
A further restriction is recorded on the register: “The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF).”
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Questions people ask
Is Daniel Michael Samuel Herft a registered financial adviser?
Yes. Daniel Michael Samuel Herft is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001263541.
Which licensee does Daniel Michael Samuel Herft work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Daniel Michael Samuel Herft 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. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)."