DANIEL MCGREGOR (Adviser# 001253135) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is June 26, 2018.
| Register Name | Financial Advisers |
| Adviser Name | DANIEL MCGREGOR |
| Adviser Number | 001253135 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000464629 INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD |
| Licence ABN | 61601365904 |
| Adviser Start Date | 2018-06-26 |
| Appointing Representative Name | WEALTH TRAIN PTY LTD |
| Appointing Representative Number | 001258202 |
| Appointing Representative ABN | 39621286146 |
| Memberships |
Financial Planning Association of Australia (FPA) Independent Financial Advisers Association of Australia (IFAAA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Tribeca |
| Bachelor of Commerce/Economics | Australian National University |
| CFP | FPA |
| Diploma of Financial Services (Financial Planning) | Financial Planning Association of Australia |
| Graduate Diploma of Applied Finance and Investment | Finsia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000464629 | INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD | 2018-06-26 - | WEALTH TRAIN PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2017-09-11 - 2018-07-06 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000238430 |
STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016] |
2010-11-16 - 2015-09-11 | STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED |
| Licence Name | INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD |
| Licence Number | 000464629 |
| Licence ABN | 61601365904 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SEAN DWYER | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-06 |
| BERIVAN DUBIER | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-06 |
| AARON CROSTHWAITE | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-05 |
| CHRISTOPHER DENNIS YOUNG | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-03 |
| BROOK LOGAN | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-03 |
| DAVID HARPER | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-02 |
| PHILIP ALLEN HARVEY | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-02 |
| JANE MARIA CLARK | Independent Financial Advisers Australia Pty Ltd | Current | 2018-06-29 |
| KATIE WHIFFEN | Independent Financial Advisers Australia Pty Ltd | Current | 2018-06-29 |
| ANTON DIEDERICKS | Independent Financial Advisers Australia Pty Ltd | Current | 2018-06-25 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.