A D Danieli Financial Services Pty Ltd has been established to provide you with financial planning service. We are a corporate authorised representative of Financial Spectrum Pty Ltd AFS Licence 334400.
The financial planning industry is currently undergoing major regulatory change which also affects the accounting profession because accountants are no longer able to provide certain advice without a financial services licence.
Our qualified financial planner is Johnny Ly, who is a member of the Financial Planning Association of Australia. Having Johnny as part of our team means that now we can not only discuss financial strategies with you but also assist you in implementing them.
With respect to fees, our financial planning service will be operated on a fee-for-service basis, as opposed to a commission based business model as used by some other financial planners.
Click on the links to view Johnny's Adviser Profile and our Financial Services Guide (FSG).
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