Daniel James Allison
Financial Adviser in South Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254285
- Location
- South Melbourne VIC 3205
- Licensee
- Daniel Allison & Associates Superannuation Pty Ltd (AFSL 487858)
- Authorised since
- 3 May 2017
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce, University of Melbourne (1995); Accountants Essential Advice, Integrity Education (2017); Deposit Products and Non-Cash Payment Facilities, Financial Education Professionals (2017); General Insurance, Financial Education Professionals (2017); Life Insurance, Financial Education Professionals (2017); Graduate Diploma of Financial Planning, Kaplan (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Tax Practitioners Board; The Tax Institute
- Advice areas
- self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel James Allison
Daniel James Allison is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Melbourne, Victoria (adviser number 001254285).
The licensee Daniel advises under is Daniel Allison & Associates Superannuation Pty Ltd (AFS licence 487858). The current authorisation started on 3 May 2017.
The register records 2017 as the year Daniel first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Melbourne, 1995), Accountants Essential Advice (Integrity Education, 2017) and Deposit Products and Non-Cash Payment Facilities (Financial Education Professionals, 2017). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Tax Practitioners Board and The Tax Institute.
Daniel is authorised to advise on self-managed superannuation funds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Daniel James Allison a registered financial adviser?
Yes. Daniel James Allison is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254285.
Which licensee does Daniel James Allison work under?
Daniel Allison & Associates Superannuation Pty Ltd, Australian financial services licence 487858.
What can Daniel James Allison give advice on?
The register lists these advice areas: self-managed superannuation funds.