Financial Adviser · BRISBANE, QLD

Declan Doolan

BRISBANE, QLD

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000418706

Currently at

Millennium 3 Financial Services

Sydney, NSW (firm address)

View firm profile

About Declan Doolan

Declan Doolan is a financial adviser based in Brisbane, Queensland, with 14 years of experience in the financial services industry since 2012. Declan is currently authorised under Millennium 3 Financial Services. Declan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Declan's qualifications include a Certified Financial Planner from FPA. Declan is a member of Financial Advice Association of Australia (FAAA) and Million Dollar Round Table.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Restrictions: Not Authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Limited

2015

Advanced Diploma of Financial Planning

Kaplan Education Pty Ltd

2020

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2022

Certified Financial Planner

FPA

2022

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Millennium 3 Financial Services Pty Ltd

Mar 2012 - Present Current

Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register