Daniel Roscio
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000393187
- Location
- Adelaide SA 5067
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 7 April 2010
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2009); Advanced Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy Pty Ltd (2011); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2011); Certificate IV Financial Services (Finance/Mortgage Broking), Kaplan Higher Education Pty Limited (2012); Diploma of Financial Services (Finance/Mortgage Broking Management), Kaplan Higher Education Pty Limited (2012); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2012); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (AFA) (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2020)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Roscio
Daniel Roscio is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 000393187).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 7 April 2010.
The register records 2010 as the year Daniel first provided financial advice. The qualifications listed for Daniel include Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2009), Advanced Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy Pty Ltd, 2011) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2011).
Daniel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Daniel Roscio a registered financial adviser?
Yes. Daniel Roscio is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000393187.
Which licensee does Daniel Roscio work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Daniel Roscio 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."