Financial Adviser · MITCHAM, VIC

Daniel Marshall Nolan

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003888

Currently at

Melbourne, VIC

View firm profile

Daniel Marshall Nolan is a financial adviser based in Mitcham, Victoria, with 23 years of experience in the financial services industry since 2003. Daniel is currently authorised under Capstone Financial Planning, operating through Nolan Financial Planning. 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 Diploma of Financial Planning from Financial Planning Association of Australia. 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

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Planning

Financial Planning Association of Australia

2008

Self Managed Superannuation Fund

Kaplan Professional

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2023

Accredited Listed Product Adviser Program

Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Feb 2020 - Present Current

Commonwealth Financial Planning Limited

Oct 2003 - Aug 2019 Ceased

Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register