Declan Doolan
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000418706
- Location
- Brisbane QLD 4000
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 9 March 2012
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2012); Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2020); Certified Financial Planner, FPA (2022); Master of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Memberships
- Financial Advice Association of Australia (FAAA); Million Dollar Round Table
- 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
- Restriction
- Not Authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Declan Doolan
Declan Doolan is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000418706.
Advice is given under the Australian financial services licence of Millennium 3 Financial Services Pty Ltd, licence number 244252. That authorisation dates from 9 March 2012.
According to the register, Declan first provided financial advice in 2012. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2012), Advanced Diploma of Financial Planning (Kaplan Education Pty Ltd, 2015) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Million Dollar Round Table.
The authorisation covers advice 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.
A further restriction is recorded on the register: “Not Authorised to provide SMSF advice.”
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Questions people ask
Is Declan Doolan a registered financial adviser?
Yes. Declan Doolan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000418706.
Which licensee does Declan Doolan work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Declan Doolan 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. It also records this restriction: "Not Authorised to provide SMSF advice."