About Me

Daniel Krstevski

Financial Advisor | CFP® | Summit Financial Advisors | Authorised Representative of Count Financial

Professional Designations:

CFP® | CERTIFIED FINANCIAL PLANNER®

SMSF Specialist Advisor (SSA®)

Memberships:

CFP® Member of the Financial Advice Association Australia (FAAA).

Specialist Member of the SMSF Association.

Registered as a Tax Agent with the Tax Practitioners Board.

Areas of Focus

  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 7 Years
  • Licensed By
    Licensed By Count Financial Limited
CERTIFIED FINANCIAL PLANNER®