Daniel McGregor
Financial Adviser in Orange, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001253135
- Location
- Orange NSW 2800
- Licensee
- Independent Financial Advice & Education Pty Ltd (AFSL 520963)
- Authorised since
- 26 March 2020
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce/Economics, Australian National University (2003); Diploma of Financial Services (Financial Planning), Financial Planning Association of Australia (2005); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Graduate Diploma of Applied Finance and Investment, Finsia (2008); Ethics and Professionalism in Financial Advice, Kaplan (2025)
- 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 McGregor
On the Financial Advisers Register kept by ASIC, Daniel McGregor appears as a current financial adviser in Orange, New South Wales, adviser number 001253135.
The licensee Daniel advises under is Independent Financial Advice & Education Pty Ltd (AFS licence 520963). The current authorisation started on 26 March 2020.
According to the register, Daniel first provided financial advice in 2006. The qualifications listed for Daniel include Bachelor of Commerce/Economics (Australian National University, 2003), Diploma of Financial Services (Financial Planning) (Financial Planning Association of Australia, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006). Daniel is recorded as a member of 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 McGregor a registered financial adviser?
Yes. Daniel McGregor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001253135.
Which licensee does Daniel McGregor work under?
Independent Financial Advice & Education Pty Ltd, Australian financial services licence 520963.
What can Daniel McGregor 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.