Financial Adviser
· SOUTH MELBOURNE, VIC
Daniel James Allison
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
Currently at
South Melbourne, VIC
ASIC Registered · ADV 001254285
Daniel James Allison is a financial adviser based in South Melbourne, Victoria, with 9 years of experience in the financial services industry. Daniel is currently authorised under Daniel Allison & Associates Superannuation Pty Ltd. Daniel holds authorisations to advise on smsf, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Melbourne. Daniel is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Tax Practitioners Board and The Tax Institute.
Authorised to Advise On
Tax Financial Advice
SMSF
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Commerce
University of Melbourne
2017
Accountants Essential Advice
Integrity Education
2017
Deposit Products and Non-Cash Payment Facilities
Financial Education Professionals
2017
General Insurance
Financial Education Professionals
2017
Life Insurance
Financial Education Professionals
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register