Data sourced from ASIC Financial Advisers Register
Financial Adviser · TOOWOOMBA, QLD

Daniel Eugene Mcervale

TOOWOOMBA, QLD
17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000343548
Practice
Claravita Wealth
Toowoomba, QLD (practice address on ASIC register)
Licensed through Millennium 3 Financial Services
View practice

About Daniel Eugene Mcervale

Daniel Eugene Mcervale is a financial adviser based in Toowoomba, Queensland, with 17 years of experience in the financial services industry since 2009. Daniel works at Claravita Wealth, which is licensed through Millennium 3 Financial Services. 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 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

Millennium 3 Financial Services Pty Ltd
Feb 2025 - Present Current
Charter Financial Planning Limited
Jan 2018 - Dec 2024 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MAGNITUDE GROUP PTY LTD
Feb 2014 - Dec 2017 Ceased
Charter Financial Planning Limited
Dec 2009 - Oct 2013 Ceased

Source: ASIC Financial Advisers Register