Financial Adviser
· MELBOURNE, VIC
Daniel Swallow
No disciplinary history on record with ASIC
MELBOURNE,
VIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238447
About Daniel Swallow
Daniel Swallow is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry since 2016. Daniel works at Ord Minnett, which is licensed through Ord Minnett Limited. Daniel holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Daniel's qualifications include a Master of Applied Finance from Macquarie University. Daniel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce
The University of Melbourne
2016
Margin Lending Accreditation Program
Stockbroker's Association of Australia
2016
Professional Diploma in Stockbroking
Stockbroker's Association of Australia
2019
Master of Applied Finance
Macquarie University
Registration History
Source: ASIC Financial Advisers Register