Daniel Stephen McMahon
Financial Adviser in Unley, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000280969
- Location
- Unley SA 5061
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 1 November 2010
- First provided advice
- 2005
- Qualifications
- Degree in Education, Uni SA (1994); ASX Listed Products Accreditation Course, Savings Factory (2005); Graduate Diploma of Financial Planning, Securities Institute (2006); Self Managed Superannuation Funds, Kaplan (2007); Margin Lending and Geared Investments, Kaplan (2011)
- Memberships
- SMSF Association
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Stephen McMahon
Daniel Stephen McMahon is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Unley, South Australia (adviser number 000280969).
The licensee Daniel advises under is Fortnum Private Wealth Ltd (AFS licence 357306). The current authorisation started on 1 November 2010.
According to the register, Daniel first provided financial advice in 2005. Qualifications and training on file include Degree in Education (Uni SA, 1994), ASX Listed Products Accreditation Course (Savings Factory, 2005) and Graduate Diploma of Financial Planning (Securities Institute, 2006). Daniel is recorded as a member of SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Stephen McMahon a registered financial adviser?
Yes. Daniel Stephen McMahon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000280969.
Which licensee does Daniel Stephen McMahon work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Daniel Stephen McMahon 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; standard margin lending.