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- Daniel Bontempelli
Daniel Bontempelli
- Name
- Daniel Bontempelli
- ID
- 437213
- ABN
- –
- First Provided Advice
- 2013
- Restrictions
- Not authorised to provide SMSF advice
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2006 - Certificate IV in Financial Services - - RMIT
- 2007 - Diploma of Financial services - - RMIT
- 2010 - Case Studies in Financial Planning (Capstone Subject) - Other - LaTrobe University
- 2011 - Bachelor of Finance - - La Trobe University
- 2011 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University
- 2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
- 2026 - SMSF Association Specialist Advisor Accreditation Program - Professional Designations - SMSF Association
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Endeavor Asset Management Pty. Ltd. (#358029)
- Commenced
- Jan. 1, 2025
- Ceased
- Dec. 30, 2025
- Status
- Ceased
- Licence Holder
- First Mutual Australia Pty Ltd (#423710)
- Commenced
- May 1, 2019
- Ceased
- Jan. 22, 2021
- Status
- Ceased
- Licence Holder
- Wealth Trail Pty Ltd (#521516)
- Commenced
- Jan. 22, 2021
- Ceased
- Feb. 1, 2025
- Status
- Current
- Licence Holder
- Endeavor Asset Management Pty. Ltd. (#358029)
- Commenced
- Jan. 20, 2026
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Axies Pty. Ltd. (#339384)
- Commenced
- May 30, 2018
- Ceased
- May 1, 2019
- Status
- Ceased
- Licence Holder
- Financial Services Partners Pty Limited (#237590)
- Commenced
- April 8, 2013
- Ceased
- July 31, 2017
- Status
- Ceased
- Licence Holder
- Investors Direct Financial Planning Pty Ltd (#385827)
- Commenced
- Aug. 9, 2017
- Ceased
- Feb. 28, 2018