DANIEL JAMES IRVING
Financial Adviser · Boolaroo, NSW
📚 Qualifications & Training
2003 - Diploma in Financial Services (Financial Planning) - - Mentor Education
2006 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education
2012 - Margin Lending - - Deakin Prime
2015 - Aged Care Professional Accreditation Program - Other - Aged Care Steps
2021 - Self Managed Superannuation Fund Adviser Program - Other - Mentor Education
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.