Daniel George
Financial Adviser in Forest Lake, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000343470
- Location
- Forest Lake QLD 4078
- Licensee
- Australian Mortgage and Financial Advisers Pty Ltd (AFSL 389206)
- Authorised since
- 28 October 2024
- First provided advice
- 2009
- Qualifications
- Bachelor of Arts (Business, Seton Hill Uni (USA) (2009); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2009); Advanced Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2010); Self Managed Superannuation Funds, Kaplan (2014)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel George
Daniel George is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Forest Lake, Queensland (adviser number 000343470).
The licensee Daniel advises under is Australian Mortgage and Financial Advisers Pty Ltd (AFS licence 389206). The current authorisation started on 28 October 2024.
According to the register, Daniel first provided financial advice in 2009. Qualifications and training on file include Bachelor of Arts (Business (Seton Hill Uni (USA), 2009), Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2009) and Advanced Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2010).
Daniel is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Daniel George a registered financial adviser?
Yes. Daniel George is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343470.
Which licensee does Daniel George work under?
Australian Mortgage and Financial Advisers Pty Ltd, Australian financial services licence 389206.
What can Daniel George give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.