Financial Adviser · SPRING HILL, QLD

Daniel Mcallister

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000321393

Currently at

Bundall, QLD

View firm profile

Daniel Mcallister is a financial adviser based in Spring Hill, Queensland, with 18 years of experience in the financial services industry since 2008. Daniel is currently authorised under Matrix Planning Solutions Limited, operating through Finnest Financial. 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 Masters of Financial Planning from Kaplan Higher Education. Daniel is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Business (Human Resource Management and Marketing)

Southern Cross University

2010

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2010

Margin Lending Accreditation Program

DeakinPrime

2012

Advanced Diploma of Financial Planning

Kaplan Professional

2015

Self Managed Superannuation Funds Program

Kaplan Professional

2020

Graduate Diploma of Financial Planning

Kaplan Higher Education

2023

Masters of Financial Planning

Kaplan Higher Education

2026

Accredited Aged Care Professional Program

Aged Care Steps

Registration History

Matrix Planning Solutions Limited

Apr 2025 - Present Current

Lunaris Wealth Pty Ltd

Feb 2024 - Apr 2025 Ceased

Wisdom Financial Services Au Pty Ltd

Nov 2021 - Feb 2024 Ceased

Premium Advisory Pty Ltd

Jul 2021 - Nov 2021 Ceased

Psk Advisory Services Pty Ltd

Jul 2017 - May 2020 Ceased

One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Hillross Financial Services Limited

Jul 2016 - Mar 2017 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Charter Financial Planning Limited

Dec 2014 - May 2016 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Morgans Financial Limited

Jan 2008 - Sep 2014 Ceased

Source: ASIC Financial Advisers Register