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- Daniel Mcallister
Daniel Mcallister
- Name
- Daniel Mcallister
- ID
- 321393
- ABN
- –
- First Provided Advice
- 2008
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1998 - Bachelor of Business (Human Resource Management and Marketing) - Bachelor Degree (AQF 7) - Southern Cross University
- 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
- 2014 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
- 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
- 2023 - Masters of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- FChFP - Fellow Chartered Financial Practitioner
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Akela Ventures Pty Ltd (#235362)
- Commenced
- Nov. 30, 2021
- Ceased
- Feb. 10, 2024
- Status
- Ceased
- Licence Holder
- Premium Advisory Pty Ltd (#472548)
- Commenced
- July 13, 2021
- Ceased
- Nov. 26, 2021
- Status
- Ceased
- Licence Holder
- Psk Advisory Services Pty Ltd (#234656)
- Commenced
- July 26, 2017
- Ceased
- May 29, 2020
- Status
- Current
- Licence Holder
- Assetly Australia Pty ltd (#536915)
- Commenced
- Feb. 23, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Charter Financial Planning Limited (#234665)
- Commenced
- Dec. 12, 2014
- Ceased
- May 9, 2016
- Status
- Ceased
- Licence Holder
- Hillross Financial Services Limited (#232705)
- Commenced
- July 20, 2016
- Ceased
- March 3, 2017
- Status
- Ceased
- Licence Holder
- Morgans Financial Limited (#235410)
- Commenced
- Jan. 16, 2008
- Ceased
- Sept. 5, 2014