Financial Adviser · MOONAH, TAS

Daniel Bruce Mccarthy

MOONAH, TAS

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001267523

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Daniel Bruce Mccarthy is a financial adviser based in Moonah, Tasmania, with 8 years of experience in the financial services industry since 2018. Daniel is currently authorised under Akumin Financial Planning. 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services