Daniel Mikhail
Financial Adviser in Menai, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000433944
- Location
- Menai NSW 2234
- Licensee
- JFP Adviser Services Pty Ltd (AFSL 549631)
- Authorised since
- 20 May 2025
- First provided advice
- 2010
- Qualifications
- Bachelor of Commercer Major in Accounting and Financial Planning, Deakin University (2004); Diploma of Financial Services (Financial Planning), Tribeca (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Ethics and Professionalism in Financial Advice, Kaplan (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Mikhail
Daniel Mikhail is a financial adviser in Menai, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000433944.
Advice is given under the Australian financial services licence of JFP Adviser Services Pty Ltd, licence number 549631. That authorisation dates from 20 May 2025.
The register records 2010 as the year Daniel first provided financial advice. The qualifications listed for Daniel include Bachelor of Commercer Major in Accounting and Financial Planning (Deakin University, 2004), Diploma of Financial Services (Financial Planning) (Tribeca, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009). Daniel is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
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Questions people ask
Is Daniel Mikhail a registered financial adviser?
Yes. Daniel Mikhail is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000433944.
Which licensee does Daniel Mikhail work under?
JFP Adviser Services Pty Ltd, Australian financial services licence 549631.
What can Daniel Mikhail 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; standard margin lending.