DANIEL JOHN ALLMAN
Financial Adviser · West Mackay, QLD
📚 Qualifications & Training
1996 - Bachelor of Business (Major in Accounting) - Bachelor Degree (AQF 7) - The Queensland University of Technology
2001 - Graduate Diploma of Applied Finance & Investment - Graduate Certificate (AQF 8) - Securities Institute
2010 - Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Professional
2012 - FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
SMSF Association - SMSF Specialist Advisor (SSA)
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.