Financial Adviser
· MELBOURNE, VIC
Daniel Mcintosh
No disciplinary history on record with ASIC
MELBOURNE,
VIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006514
Licensee
Melbourne, VIC (licence address on ASIC register)
About Daniel Mcintosh
Daniel Mcintosh is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry since 2014. Daniel is currently authorised under Security National 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 Studies from Charles Sturt University. 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
Advanced Diploma of Accounting
TAFE NSW
2013
Advanced Diploma of Financial Planning
Kaplan
2015
Acreditated Listed Product Adviser program
Kaplan
2015
Bachelor of Business Studies
Charles Sturt University
2018
Certificate IV in Finance and Mortgage Banking
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register