DANIEL STEPHEN MCMAHON

Financial Adviser · Unley, SA

Registered

Registration Number

000280969

Registration Status

Registered

Location

Unley, SA 5061

Providing Advice Since

2005

Registration Date

01/11/2010

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

1994 - Degree in Education - - Underdale - Uni SA
2005 - ASX Listed Products Accreditation Course - - Savings Factory
2006 - Graduate Diploma of Financial Planning - - Securities Institute
2007 - Self Managed Superannuation Funds - - Kaplan
2011 - Margin Lending and Geared Investments - - Kaplan

🏢 Professional Memberships

SMSF Association

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.