Daniel Musumeci

Daniel has been working in the financial services industry for more than two decades, commencing in the sector as an accountant before moving into roles as a financial planner and specialist risk adviser. He has completed both an Advanced Diploma of Accounting and Graduate Diploma in Financial Planning. He is also a registered Tax (financial) Adviser, a member of the Financial Advice Association Australia (FAAA) and Justice of the Peace (JP). Daniel meets the education, training and ethical standards of the Financial Advice profession (Corporations Amendment [Professional Standards of Financial Advisers] Act 2017), in addition to complying with the industry Code of Ethics (Financial Planners and Advisers Code of Ethics 2019).

Daniel has been with AFRM since 2010 and is currently a senior Adviser, as well as an Executive Director of the company.

At AFRM, our mission is to protect people from financial hardship when things go wrong. We are a specialist risk advice firm, operating since 1997, engaging with our clients under our core values of Respect, Honesty, Integrity, Fairness, Ethics and Caring. We develop tailored financial advice to create a portfolio of products across life insurance companies that best suit your needs. This is a complex process, involving research, pre-assessment, and analysis which considers your financial situation and life style. But this is just the start of the relationship, as we are here to support you in the ongoing, with reviews to adjust strategies and actions as your life evolves. We are renowned for our track record in claims management, holding insurers to account and holding your hand every step of the way through the claims process.