Danielle Green
Financial Adviser in Medowie, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000401944
- Location
- Medowie NSW 2318
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 14 March 2025
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2012); Principles of Self Managed Superannuation Funds, International Institute of Technology (2013); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021); Accredited Aged Care Professional Program, Aged Care Steps (2025); Master of Financial Planning, Kaplan Higher Education (2025)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Danielle Green
Danielle Green is a financial adviser in Medowie, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000401944.
The licensee Danielle advises under is Matrix Planning Solutions Limited (AFS licence 238256). The current authorisation started on 14 March 2025.
According to the register, Danielle first provided financial advice in 2011. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2006), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2012) and Principles of Self Managed Superannuation Funds (International Institute of Technology, 2013). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Danielle Green a registered financial adviser?
Yes. Danielle Green is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000401944.
Which licensee does Danielle Green work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Danielle Green 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.