Daniel James Irving
Financial Adviser in Newcastle, New South Wales, Australia
Review Daniel James Irving
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 number000305988
- Location
- Newcastle NSW 2300
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 21 June 2021
- First provided advice
- 2006
- Qualifications
- Diploma in Financial Services (Financial Planning), Mentor Education (2003); Advanced Diploma of Financial Services (Financial Planning), Mentor Education (2006); Margin Lending, Deakin Prime (2012); Aged Care Professional Accreditation Program, Aged Care Steps (2015); Self Managed Superannuation Fund Adviser Program, Mentor Education (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel James Irving
On the Financial Advisers Register kept by ASIC, Daniel James Irving appears as a current financial adviser in Newcastle, New South Wales, adviser number 000305988.
The licensee Daniel advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 21 June 2021.
According to the register, Daniel first provided financial advice in 2006. Qualifications and training on file include Diploma in Financial Services (Financial Planning) (Mentor Education, 2003), Advanced Diploma of Financial Services (Financial Planning) (Mentor Education, 2006) and Margin Lending (Deakin Prime, 2012).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Daniel James Irving here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Daniel James Irving a registered financial adviser?
Yes. Daniel James Irving is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000305988.
Which licensee does Daniel James Irving work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Daniel James Irving give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.