Daniel Eugene McErvale
Financial Adviser in Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000343548
- Location
- Toowoomba QLD 4350
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 24 February 2025
- First provided advice
- 2009
- Qualifications
- Bachelor of Business (Marketing), University of Southern Queensland (2002); Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Self-Managed Superannuation Funds, Kaplan Education Pty Ltd (2013); Margin Lending, Kaplan Education Pty Ltd (2014)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Daniel Eugene McErvale
On the Financial Advisers Register kept by ASIC, Daniel Eugene McErvale appears as a current financial adviser in Toowoomba, Queensland, adviser number 000343548.
Advice is given under the Australian financial services licence of Millennium 3 Financial Services Pty Ltd, licence number 244252. That authorisation dates from 24 February 2025.
According to the register, Daniel first provided financial advice in 2009. Qualifications and training on file include Bachelor of Business (Marketing) (University of Southern Queensland, 2002), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). Daniel is recorded as a member of Financial Advice Association of Australia (FAAA).
Daniel is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Daniel Eugene McErvale a registered financial adviser?
Yes. Daniel Eugene McErvale is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343548.
Which licensee does Daniel Eugene McErvale work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Daniel Eugene McErvale give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.