DANIEL MCALLISTER
Financial Adviser · Newstead, QLD
📚 Qualifications & Training
1998 - Bachelor of Business (Human Resource Management and Marketing) - Bachelor Degree (AQF 7) - Southern Cross University
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2010 - Margin Lending Accreditation Program - Other - DeakinPrime
2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2015 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2023 - Masters of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
2026 - Accredited Aged Care Professional Program - Other - Aged Care Steps
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.