Financial Adviser
· ST LEONARDS, NSW
Daniel Finnigan
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000234833
Daniel Finnigan is a financial adviser based in St Leonards, New South Wales, with 29 years of experience in the financial services industry. Daniel is currently authorised under Personal Financial Services Ltd. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Advice Association Australia (FAAA). 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
1993
Diploma of Financial Planning
Deakin University
1994
Certified Financial Planner
Financial Advice Association Australia (FAAA)
2011
Margin Lending & geared Investments
Kaplan