Daniel Tuan Yu Tiet
Financial Adviser in Swan Hill, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000457177
- Location
- Swan Hill VIC 3585
- Licensee
- Wealth Advice Services Pty Ltd (AFSL 451703)
- Authorised since
- 3 May 2022
- First provided advice
- 2014
- Qualifications
- Bachelor of Business (Accounting), RMIT University (2011); Diploma of Financial Planning, Association of Superannuation Funds of Australia Ltd (ASFA) (2013); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2018); Ethics & Professionalism in Financial Advice, Kaplan Professional (2019); Self Managed Superannuation Funds, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Tuan Yu Tiet
Daniel Tuan Yu Tiet is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Swan Hill, Victoria (adviser number 000457177).
Advice is given under the Australian financial services licence of Wealth Advice Services Pty Ltd, licence number 451703. The current authorisation started on 3 May 2022.
The register records 2014 as the year Daniel first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting) (RMIT University, 2011), Diploma of Financial Planning (Association of Superannuation Funds of Australia Ltd (ASFA), 2013) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2018). Daniel is recorded as a member of Financial Advice Association of Australia (FAAA).
Daniel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, government debentures, stocks and bonds and retirement savings accounts, among 7 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 Tuan Yu Tiet a registered financial adviser?
Yes. Daniel Tuan Yu Tiet is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000457177.
Which licensee does Daniel Tuan Yu Tiet work under?
Wealth Advice Services Pty Ltd, Australian financial services licence 451703.
What can Daniel Tuan Yu Tiet give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.