DANIEL BEN MCLOUGHLIN
Financial Adviser ยท Townsville, QLD
๐ Qualifications & Training
2006 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Plan Connect
2007 - Diploma of Mortgage Lending - Diploma (AQF 5) - Finsia
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education
2016 - Self-Managed Superannuation Funds - Other - Kaplan Higher Education
2017 - Margin Lending - Other - AAMC Training Group
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
Mortgage & Finance Association of Australia (MFAA)
โน๏ธ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.