Daniel Bergman
Financial Adviser
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About
Daniel Bergman is an ASIC-registered financial adviser dedicated to helping clients in Milton, QLD, and beyond achieve their financial goals. With a strong educational foundation, including a Diploma of Financial Planning from Integrity Education Group (2013), ADA1 Level 1 from Kaplan Education (2014), and Margin Lending Accreditation from the Stockbroker Association of Australia/DeakinPrime (2014), Daniel stays current with the latest industry knowledge and regulations, most recently completing FPC001B through FPC008 with Kaplan Professional (2024-2025). Daniel is authorised to provide advice on a comprehensive range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. This allows him to create tailored strategies designed to grow and protect your wealth. Key services include: • Superannuation advice • Wealth management • Investment strategies • Retirement planning • Securities and derivatives advice Ready to take control of your financial future? Contact Daniel today to schedule a consultation and discover how he can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does Daniel Bergman offer?
Daniel Bergman specialises in superannuation advice, wealth management, and advice on securities, derivatives, and government debt securities. He can help you build a tailored financial plan to achieve your specific goals.
What are Daniel Bergman's qualifications?
Daniel holds a Diploma of Financial Planning, ADA1 Level 1 accreditation, and Margin Lending Accreditation. He has also completed extensive training with Kaplan Professional.
How does Daniel Bergman develop a financial plan?
Daniel begins by understanding your current financial situation, your goals, and your risk tolerance. He then develops a personalised strategy to help you achieve your objectives, regularly reviewing and adjusting the plan as needed.
What can I expect during my first meeting with Daniel Bergman?
During your initial consultation, Daniel will discuss your financial goals, gather information about your current situation, and explain his approach to financial planning. This is an opportunity for you to ask questions and determine if his services are the right fit for you.
Why should I choose Daniel Bergman as my financial adviser?
Daniel Bergman provides tailored financial advice based on your unique needs and goals. With his comprehensive qualifications and commitment to ongoing professional development, Daniel is well-equipped to guide you towards a secure financial future.
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