Anthony Dann
Financial Adviser in Ballarat, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000325873
- Location
- Ballarat VIC 3350
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2000); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2003); RG146 Margin Lending, MLC ThreeSixty (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony Dann
On the Financial Advisers Register kept by ASIC, Anthony Dann appears as a current financial adviser in Ballarat, Victoria, adviser number 000325873.
The licensee Anthony advises under is Consultum Financial Advisers Pty Ltd (AFS licence 230323). The current authorisation started on 1 June 2021.
The register records 2000 as the year Anthony first provided financial advice. The qualifications listed for Anthony include Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2000), Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2003) and RG146 Margin Lending (MLC ThreeSixty, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Anthony Dann a registered financial adviser?
Yes. Anthony Dann is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000325873.
Which licensee does Anthony Dann work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Anthony Dann give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.