Financial Adviser
· UNLEY, SA
Daniel Stephen Mcmahon
No disciplinary history on record with ASIC
UNLEY,
SA
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000280969
Daniel Stephen Mcmahon is a financial adviser based in Unley, South Australia, with 21 years of experience in the financial services industry since 2005. Daniel is currently authorised under Fortnum Private Wealth. 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 Graduate Diploma of Financial Planning from Securities Institute. Daniel is a member of SMSF Association.
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
1994
Degree in Education
Underdale - Uni SA
2005
ASX Listed Products Accreditation Course
Savings Factory
2006
Graduate Diploma of Financial Planning
Securities Institute
2007
Self Managed Superannuation Funds
Kaplan
2011
Margin Lending and Geared Investments
Kaplan
Registration History
Source: ASIC Financial Advisers Register