Daniel Michael Stefanetti
Financial Adviser in Carlton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000246158
- Location
- Carlton VIC 3053
- Licensee
- Grimsey Wealth Pty Ltd (AFSL 293334)
- Authorised since
- 1 June 2016
- First provided advice
- 2000
- Qualifications
- Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2001); Certified Financial Planner, Financial Planning Association (2004); FNS50504 Diploma of Financial Services (Finance/Mortgage Broking Management), Kaplan Education Pty Ltd (2012); Ethics for Financial Services, Deakin University (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); MFAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Michael Stefanetti
Daniel Michael Stefanetti is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Carlton, Victoria (adviser number 000246158).
Daniel provides advice as an authorised representative of Grimsey Wealth Pty Ltd, which holds Australian financial services licence 293334. The current authorisation started on 1 June 2016.
The register records 2000 as the year Daniel first provided financial advice. Qualifications and training on file include Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology, 2001), Certified Financial Planner (Financial Planning Association, 2004) and FNS50504 Diploma of Financial Services (Finance/Mortgage Broking Management) (Kaplan Education Pty Ltd, 2012). Daniel is recorded as a member of Financial Advice Association of Australia (FAAA) and MFAA.
The authorisation covers advice 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.
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Questions people ask
Is Daniel Michael Stefanetti a registered financial adviser?
Yes. Daniel Michael Stefanetti is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246158.
Which licensee does Daniel Michael Stefanetti work under?
Grimsey Wealth Pty Ltd, Australian financial services licence 293334.
What can Daniel Michael Stefanetti 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; standard margin lending.