Daniel Marshall Nolan
Financial Adviser in Mitcham, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003888
- Location
- Mitcham VIC 3132
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 4 February 2020
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2002); Self Managed Superannuation Fund, Kaplan Professional (2008); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Accredited Listed Product Adviser Program, Kaplan Professional (2023)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Marshall Nolan
On the Financial Advisers Register kept by ASIC, Daniel Marshall Nolan appears as a current financial adviser in Mitcham, Victoria, adviser number 001003888.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 4 February 2020.
The register records 2003 as the year Daniel first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia, 2002), Self Managed Superannuation Fund (Kaplan Professional, 2008) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Daniel is authorised to advise 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 Marshall Nolan a registered financial adviser?
Yes. Daniel Marshall Nolan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003888.
Which licensee does Daniel Marshall Nolan work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Daniel Marshall Nolan 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.