DANIEL MCINTOSH
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2002 - Advanced Diploma of Accounting - - TAFE NSW
2013 - Advanced Diploma of Financial Planning - - Kaplan
2015 - Acreditated Listed Product Adviser program - - Kaplan
2015 - Bachelor of Business Studies - Bachelor Degree (AQF 7) - Charles Sturt University
2018 - Certificate IV in Finance and Mortgage Banking - Certificate (AQF 1-4) - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.