DANIEL SWALLOW

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

001238447

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2016

Registration Date

06/02/2020

Financial Services Licensee

PERPETUAL TRUSTEE COMPANY LIMITED

Licence #000236643

πŸ“š Qualifications & Training

2013 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
2016 - Margin Lending Accreditation Program - - Stockbroker's Association of Australia
2016 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Stockbroker's Association of Australia
2019 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University

🏒 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.