Financial Adviser
· MACKAY, QLD
Daniel John Allman
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000308075
Daniel John Allman is a financial adviser based in Mackay, Queensland, with 20 years of experience in the financial services industry since 2006. Daniel is currently authorised under Allman Financial Services. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Business (Major in Accounting) from The Queensland University of Technology. Daniel is a member of SMSF Association - SMSF Specialist Advisor (SSA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Business (Major in Accounting)
The Queensland University of Technology
2001
Graduate Diploma of Applied Finance & Investment
Securities Institute
2010
Margin Lending & Geared Investments
Kaplan Professional
2012
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Financial product advice restricted as per "Notice of Authorisation" issued
GWM ADVISER SERVICES PTY LTD
WHITTAKER MACNAUGHT PTY. LTD.
AFSL GROUP PTY LTD
Source: ASIC Financial Advisers Register