Daniel McAllister

Financial Adviser

ASIC adviser number:
000321393
Qualifications and training:

1998, Bachelor of Business (Human Resource Management and Marketing), Bachelor Degree (AQF 7), Southern Cross University
2010, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan Professional
2010, Margin Lending Accreditation Program, Other, DeakinPrime
2012, Advanced Diploma of Financial Planning, Advanced Diploma (AQF 6), Kaplan Professional
2015, Self Managed Superannuation Funds Program, Other, Kaplan Professional
2020, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education
2023, Masters of Financial Planning, Masters Degree (AQF 9), Kaplan Higher Education
2026, Accredited Aged Care Professional Program, Other, Aged Care Steps

When adviser first provided advice:
2008
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Continuing Professional Development failure year:
2019
Location:
Level 3, 67 Astor Terrace
Spring Hill  QLD  4000
AFS licence holder name:
Matrix Planning Solutions Limited
AFS licence number:
000238256
Licence controlled by:
Centrepoint Alliance Limited ~ Clearview Wealth Limited [Date Ceased: 30/11/2021]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».