Daniel John Allman
Financial Adviser in Mackay, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000308075
- Location
- Mackay QLD 4740
- Licensee
- Allman Financial Services Pty Ltd (AFSL 534602)
- Authorised since
- 19 November 2021
- First provided advice
- 2006
- Qualifications
- Bachelor of Business (Major in Accounting), The Queensland University of Technology (1996); Graduate Diploma of Applied Finance & Investment, Securities Institute (2001); Margin Lending & Geared Investments, Kaplan Professional (2010); FNS60404 Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- SMSF Association - SMSF Specialist Advisor (SSA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel John Allman
Daniel John Allman is a financial adviser in Mackay, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000308075.
The licensee Daniel advises under is Allman Financial Services Pty Ltd (AFS licence 534602). That authorisation dates from 19 November 2021.
The register records 2006 as the year Daniel first provided financial advice. The qualifications listed for Daniel include Bachelor of Business (Major in Accounting) (The Queensland University of Technology, 1996), Graduate Diploma of Applied Finance & Investment (Securities Institute, 2001) and Margin Lending & Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: SMSF Association – SMSF Specialist Advisor (SSA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 John Allman a registered financial adviser?
Yes. Daniel John Allman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000308075.
Which licensee does Daniel John Allman work under?
Allman Financial Services Pty Ltd, Australian financial services licence 534602.
What can Daniel John Allman 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.