Daniel Paul Lunardi
Financial Adviser in Hawthorn East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008936
- Location
- Hawthorn East VIC 3123
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 29 January 2021
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce (Finance), Swinburne University of Technology (2014); Diploma of Financial Planning, Monarch Institute (2015); Advanced Diploma of Financial Planning, Monarch Institute (2016); 5 Unit CFP Certification Program, Financial Planning Association of Australia (FPA) (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025)
- 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
- Restriction
- Not authorised to provide personal advice in Aged Care or Listed Securities (Portfolios > $300k).
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Paul Lunardi
On the Financial Advisers Register kept by ASIC, Daniel Paul Lunardi appears as a current financial adviser in Hawthorn East, Victoria, adviser number 001008936.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 29 January 2021.
The register records 2015 as the year Daniel first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Finance) (Swinburne University of Technology, 2014), Diploma of Financial Planning (Monarch Institute, 2015) and Advanced Diploma of Financial Planning (Monarch Institute, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
The register adds a condition to this authorisation: “Not authorised to provide personal advice in Aged Care or Listed Securities (Portfolios > $300k).”
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Questions people ask
Is Daniel Paul Lunardi a registered financial adviser?
Yes. Daniel Paul Lunardi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008936.
Which licensee does Daniel Paul Lunardi work under?
Count Financial Limited, Australian financial services licence 227232.
What can Daniel Paul Lunardi 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. It also records this restriction: "Not authorised to provide personal advice in Aged Care or Listed Securities (Portfolios > $300k)."