Daniel McIntosh
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006514
- Location
- Melbourne VIC 3004
- Licensee
- Security National Financial Services Pty. Ltd. (AFSL 244565)
- Authorised since
- 1 March 2015
- First provided advice
- 2014
- Qualifications
- Advanced Diploma of Accounting, TAFE NSW (2002); Advanced Diploma of Financial Planning, Kaplan (2013); Acreditated Listed Product Adviser program, Kaplan (2015); Bachelor of Business Studies, Charles Sturt University (2015); Certificate IV in Finance and Mortgage Banking, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel McIntosh
On the Financial Advisers Register kept by ASIC, Daniel McIntosh appears as a current financial adviser in Melbourne, Victoria, adviser number 001006514.
Advice is given under the Australian financial services licence of Security National Financial Services Pty. Ltd., licence number 244565. The current authorisation started on 1 March 2015.
According to the register, Daniel first provided financial advice in 2014. The qualifications listed for Daniel include Advanced Diploma of Accounting (TAFE NSW, 2002), Advanced Diploma of Financial Planning (Kaplan, 2013) and Acreditated Listed Product Adviser program (Kaplan, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Daniel is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 McIntosh a registered financial adviser?
Yes. Daniel McIntosh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006514.
Which licensee does Daniel McIntosh work under?
Security National Financial Services Pty. Ltd., Australian financial services licence 244565.
What can Daniel McIntosh give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.