Daniel Stevens
Financial Adviser in Floreat, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000308702
- Location
- Floreat WA 6014
- Licensee
- Approved Financial Planners Pty Ltd (AFSL 536864)
- Authorised since
- 1 July 2022
- First provided advice
- 2013
- Qualifications
- Bachelor of Business, Edith Cowan University (ECU) (1998); Diploma of Financial Planning, Kaplan Professional (2013); Advanced Diploma of Financial Planning, Mentor Education Pty Ltd (2017); Graduate Diploma of Financial Planning, Kaplan Professional (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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Stevens
On the Financial Advisers Register kept by ASIC, Daniel Stevens appears as a current financial adviser in Floreat, Western Australia, adviser number 000308702.
Advice is given under the Australian financial services licence of Approved Financial Planners Pty Ltd, licence number 536864. The current authorisation started on 1 July 2022.
The register records 2013 as the year Daniel first provided financial advice. The qualifications listed for Daniel include Bachelor of Business (Edith Cowan University (ECU), 1998), Diploma of Financial Planning (Kaplan Professional, 2013) and Advanced Diploma of Financial Planning (Mentor Education Pty Ltd, 2017).
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.
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Questions people ask
Is Daniel Stevens a registered financial adviser?
Yes. Daniel Stevens is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000308702.
Which licensee does Daniel Stevens work under?
Approved Financial Planners Pty Ltd, Australian financial services licence 536864.
What can Daniel Stevens 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.