Danielle Green

Financial Adviser

ASIC adviser number:
000401944
Qualifications and training:

2006, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan Professional Education
2012, Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), Kaplan Professional Education
2013, Principles of Self Managed Superannuation Funds, Other, International Institute of Technology
2021, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education
2025, Accredited Aged Care Professional Program, Other, Aged Care Steps
2025, Master of Financial Planning, Masters Degree (AQF 9), Kaplan Higher Education

When adviser first provided advice:
2011
Membership of professional associations:

Association of Independently Owned Financial Professionals (AIOFP)

Disciplinary action by ASIC:
None
Location:
58 Ferodale Rd
Medowie  NSW  2318
AFS licence holder name:
Matrix Planning Solutions Limited
AFS licence number:
000238256
Licence controlled by:
Centrepoint Alliance Limited ~ Clearview Wealth Limited [Date Ceased: 30/11/2021]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».