Daniela Balteanu
Financial Adviser in Carlton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000471709
- Location
- Carlton VIC 3053
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 17 June 2022
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Services, Integrity Education Group (2014); Advanced Diploma of Financial Planning, Integrity Education Group (2015); Graduate Diploma of Financial Planning, Kaplan Professional (2020); TFAv1 Tax for Financial Advising, Kaplan Professional (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Restriction
- Excluding Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniela Balteanu
Daniela Balteanu is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Carlton, Victoria (adviser number 000471709).
Advice is given under the Australian financial services licence of Industry Fund Services Limited, licence number 232514. The current authorisation started on 17 June 2022.
According to the register, Daniela first provided financial advice in 2014. Qualifications and training on file include Diploma of Financial Services (Integrity Education Group, 2014), Advanced Diploma of Financial Planning (Integrity Education Group, 2015) and Graduate Diploma of Financial Planning (Kaplan Professional, 2020).
Daniela is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Excluding Self Managed Superannuation Funds.”
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Questions people ask
Is Daniela Balteanu a registered financial adviser?
Yes. Daniela Balteanu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000471709.
Which licensee does Daniela Balteanu work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Daniela Balteanu 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. It also records this restriction: "Excluding Self Managed Superannuation Funds."