Financial Adviser · TOOWOOMBA, QLD

Daniel Eugene Mcervale

TOOWOOMBA, QLD

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000343548

Currently at

McErvale Investments

Sydney, NSW (firm address)

View firm profile

Daniel Eugene Mcervale is a financial adviser based in Toowoomba, Queensland, with 17 years of experience in the financial services industry since 2009. Daniel is currently authorised under Millennium 3 Financial Services, operating through McErvale Investments. 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 (Marketing) from University of Southern Queensland. 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 Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Business (Marketing)

University of Southern Queensland

2009

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2013

Self-Managed Superannuation Funds

Kaplan Education Pty Ltd

2014

Margin Lending

Kaplan Education Pty Ltd

Registration History

Millennium 3 Financial Services Pty Ltd

Feb 2025 - Present Current

Charter Financial Planning Limited

Jan 2018 - Dec 2024 Ceased

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

MAGNITUDE GROUP PTY LTD

Feb 2014 - Dec 2017 Ceased

Charter Financial Planning Limited

Dec 2009 - Oct 2013 Ceased

Source: ASIC Financial Advisers Register