Daniel Finnigan
Financial Adviser in St Leonards, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000234833
- Location
- St Leonards NSW 2065
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 13 August 2012
- First provided advice
- 1997
- Qualifications
- Diploma of Financial Planning, Deakin University (1993); Certified Financial Planner, Financial Advice Association Australia (FAAA) (1994); Margin Lending & geared Investments, Kaplan (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 Daniel Finnigan
Daniel Finnigan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in St Leonards, New South Wales (adviser number 000234833).
The licensee Daniel advises under is Personal Financial Services Ltd (AFS licence 234459). The current authorisation started on 13 August 2012.
The register records 1997 as the year Daniel first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Deakin University, 1993), Certified Financial Planner (Financial Advice Association Australia (FAAA), 1994) and Margin Lending & geared Investments (Kaplan, 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 Daniel Finnigan a registered financial adviser?
Yes. Daniel Finnigan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000234833.
Which licensee does Daniel Finnigan work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Daniel Finnigan 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.