DANIEL EDWARD MCFARLANE

Financial Adviser · Melbourne, VIC

Registered

Registration Number

001001579

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2009

Registration Date

01/07/2020

Financial Services Licensee

SEQUOIA WEALTH MANAGEMENT PTY LTD

Licence #000472387

📚 Qualifications & Training

2007 - Superannuation - - RMIT University
2007 - The Securities & Derivatives Industry Association (SDIA) Accreditation Progrom - Other - Deakin University
2010 - Margin Lending & Geared Investments - - Kaplan
2013 - Foreign Exchange - - Kaplan

ℹ️ 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.