Daniel Bontempelli Email & Phone Number
Director and Senior Financial Adviser @ Freedom Finance Australia
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Daniel Bontempelli Location
- Melbourne, VIC, AU
Daniel Bontempelli Work
- Director and Senior Financial Adviser @ (September 2020 - Present)
- Senior Financial Adviser @ (November 2018 - Present)
- Financial Adviser @ Logic Financial Advisers (March 2013 - November 2018)
- Associate Financial Adviser and Client Service Manager and ACM Team-Leader @ Anne Street Partners (January 2011 - March 2013)
Daniel Bontempelli Education
- La Trobe University
Bachelor of Finance
2008-2010 - RMIT University
Diploma in Financial Services (Financial Planning)
2006-2007 - Marcellin College
VCE
2000-2005
Daniel Bontempelli Skills
- Asset Allocation
- Asset Management
- Asset Protection
- Banking
- Critical Illness
- Debt Consolidation
- Debt Management
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Services
- High Net Worth Individuals
- Holistic Financial Planning
- Income Protection
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Life Insurance
- Mortgage Lending
- Pensions
- Personal Financial Planning
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- SMSF
- Strategic Financial Planning
- Superannuation
- Tax
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
Daniel Bontempelli Summary
- Daniel Bontempelli, based in Melbourne, VIC, AU, is currently a Director and Senior Financial Adviser at Freedom Finance Australia. Daniel Bontempelli brings experience from previous roles at Freedom Finance Australia, Logic Financial Advisers and Anne Street Partners. Daniel Bontempelli holds a 2008 - 2010 Bachelor of Finance @ La Trobe University. With a robust skill set that includes Asset Allocation, Asset Management, Asset Protection, Banking, Critical Illness and more. Daniel Bontempelli has 1 emails and 1 mobile phone numbers on RocketReach.
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Daniel Bontempelli
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