Daniel Bruce McCarthy
Financial Adviser in Moonah, Tasmania, Australia
Review Daniel Bruce McCarthy
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001267523
- Location
- Moonah TAS 7009
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 24 November 2025
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2016); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022); FPE020 SMSF Regulation and Taxation, Kaplan Higher Education Pty Limited (2024); Master of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Bruce McCarthy
On the Financial Advisers Register kept by ASIC, Daniel Bruce McCarthy appears as a current financial adviser in Moonah, Tasmania, adviser number 001267523.
The licensee Daniel advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 24 November 2025.
According to the register, Daniel first provided financial advice in 2018. Qualifications and training on file include Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2016), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2018) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2022).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Daniel Bruce McCarthy here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Daniel Bruce McCarthy a registered financial adviser?
Yes. Daniel Bruce McCarthy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267523.
Which licensee does Daniel Bruce McCarthy work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Daniel Bruce McCarthy 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."