DANIEL MARSHALL NOLAN

Financial Adviser ยท Mitcham, VIC

Registered

Registration Number

001003888

Registration Status

Registered

Location

Mitcham, VIC 3132

Providing Advice Since

2003

Registration Date

04/02/2020

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2008 - Self Managed Superannuation Fund - Other - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏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.