Daniel Stefanetti
Financial Adviser
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About
Daniel Stefanetti is an ASIC-registered financial adviser dedicated to providing tailored financial solutions to clients in Carlton, VIC, and across Australia. With over two decades of experience in the financial services industry, Daniel brings a wealth of knowledge and a commitment to helping you achieve your financial goals. Daniel holds a Bachelor of Business (Financial Planning) from Royal Melbourne Institute of Technology (2001), is a Certified Financial Planner (Financial Planning Association, 2004), and completed a FNS50504 Diploma of Financial Services (Finance/Mortgage Broking Management) from Kaplan Education Pty Ltd (2012). Daniel also holds certification in Ethics for Financial Services from Deakin University (2021). As a member of the Financial Advice Association of Australia (FAAA) and the MFAA, Daniel adheres to the highest ethical and professional standards. Daniel is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. This broad authorization allows Daniel to create holistic financial plans that address your unique needs and circumstances. • Superannuation advice • Insurance solutions • Wealth management strategies • Investment guidance • Retirement planning Ready to take control of your financial future? Contact Daniel Stefanetti today for a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What financial planning services does Daniel Stefanetti offer?
Daniel Stefanetti offers a comprehensive range of financial planning services, including superannuation advice, insurance solutions, wealth management strategies, investment guidance, and retirement planning. He can help you create a personalized plan to achieve your financial goals.
What qualifications does Daniel Stefanetti have?
Daniel holds a Bachelor of Business (Financial Planning), is a Certified Financial Planner, holds a Diploma of Financial Services (Finance/Mortgage Broking Management), and has certification in Ethics for Financial Services.
How does Daniel Stefanetti develop a financial plan?
Daniel develops financial plans through a collaborative process. He'll start by understanding your current financial situation, goals, and risk tolerance. He will then develop a tailored strategy, implement it, and provide ongoing reviews to ensure your plan remains aligned with your needs.
What can I expect during my first meeting with Daniel?
During your first meeting, Daniel will take the time to understand your financial situation, goals, and priorities. This initial consultation allows him to assess your needs and determine how he can best assist you in achieving your financial objectives. You can expect a relaxed and informative discussion.
Why should I choose Daniel Stefanetti as my financial adviser?
With over 20 years of experience, Daniel is committed to providing personalized and ethical advice. He is dedicated to helping you achieve your financial goals through tailored strategies and ongoing support. His qualifications and memberships in leading industry associations demonstrate his commitment to professionalism and excellence.
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