Financial Adviser
· THORNTON, NSW
Daniel James Irving
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000305988
Daniel James Irving is a financial adviser based in Thornton, New South Wales, with 20 years of experience in the financial services industry. Daniel is currently authorised under Alliance Wealth Pty 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 Advanced Diploma of Financial Services (Financial Planning) from Mentor Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma in Financial Services (Financial Planning)
Mentor Education
2006
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education
2012
Margin Lending
Deakin Prime
2015
Aged Care Professional Accreditation Program
Aged Care Steps
2021
Self Managed Superannuation Fund Adviser Program
Mentor Education
Registration History
Superannuation All - excludes Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register