Financial Adviser
· TOOWOOMBA, QLD
Daniel Eugene Mcervale
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000343548
Daniel Eugene Mcervale is a financial adviser based in Toowoomba, Queensland, with 17 years of experience in the financial services industry. Daniel is currently authorised under Millennium 3 Financial Services 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 Bachelor of Business (Marketing) from University of Southern Queensland. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business (Marketing)
University of Southern Queensland
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Self-Managed Superannuation Funds
Kaplan Education Pty Ltd
2014
Margin Lending
Kaplan Education Pty Ltd
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register