DANIEL JAMES ALLISON
Financial Adviser · South Melbourne, VIC
📚 Qualifications & Training
1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2017 - Accountants Essential Advice - - Integrity Education
2017 - Deposit Products and Non-Cash Payment Facilities - - Financial Education Professionals
2017 - General Insurance - - Financial Education Professionals
2017 - Life Insurance - - Financial Education Professionals
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Tax Practitioners Board
The Tax Institute
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.