Financial Adviser · MELBOURNE, VIC

Daniel William Callaghan

MELBOURNE, VIC

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000442741

Currently at

H.e.s.t. Australia

Melbourne, VIC (firm address)

View firm profile

Daniel William Callaghan is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry since 2012. Daniel is currently authorised under H.e.s.t. Australia. Daniel holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Daniel's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Ltd. Daniel is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Limited to HESTA products

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Business (Finance & Economics)

Queensland University of Technology

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan

2014

Certified Financial Planner

Financial Planning Association of Australia Ltd

2020

Ethics & Professionalism in Financial Advice

Ethics - Kaplan

Registration History

H.e.s.t. Australia Ltd.

Apr 2022 - Present Current

Limited to HESTA products

Industry Fund Services Limited

Sep 2014 - Mar 2022 Ceased

MARITIME FINANCIAL SERVICES PTY LIMITED

Jul 2012 - Sep 2014 Ceased

Source: ASIC Financial Advisers Register