Financial Adviser
· SPRING HILL, QLD
Daniel Mcallister
No disciplinary history on record with ASIC
SPRING HILL,
QLD
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000321393
Practice
Spring Hill, QLD (practice address on ASIC register)
Licensed through Matrix Planning Solutions
About Daniel Mcallister
Daniel Mcallister is a financial adviser based in Spring Hill, Queensland, with 18 years of experience in the financial services industry since 2008. Daniel works at Finnest Financial, which is licensed through Matrix Planning Solutions Limited. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Masters of Financial Planning from Kaplan Higher Education. Daniel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Business (Human Resource Management and Marketing)
Southern Cross University
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending Accreditation Program
DeakinPrime
2012
Advanced Diploma of Financial Planning
Kaplan Professional
2015
Self Managed Superannuation Funds Program
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education
2023
Masters of Financial Planning
Kaplan Higher Education
2026
Accredited Aged Care Professional Program
Aged Care Steps
Registration History
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register