Daniel Tiet

Shadforth Financial Group

Gold
8 Yrs Experience
Melbourne, VIC 3000

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Shadforth Financial Group

Level 7, 161 Collins Street
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Shadforth Financial Group

AFSL 318613

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Daniel is super-friendly, professional, and a wealth of valuable experience and advice. He made us feel relaxed and was fantastic at simplifying what we find mystifying, complicated, and tedious. We look forward to meeting up with him!"

  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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My clients have reviewed me based on the following areas of advice

  • Socially Responsible
  • Growing Assets

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2018

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2011

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Association of Superannuation Funds of Australia (ASFA)
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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