Financial Adviser
· ORANGE, NSW
Daniel Mcgregor
No disciplinary history on record with ASIC
ORANGE,
NSW
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001253135
Currently at
Orange, NSW (firm address)
About Daniel Mcgregor
Daniel Mcgregor is a financial adviser based in Orange, New South Wales, with 20 years of experience in the financial services industry since 2006. Daniel is currently authorised under Independent Financial Advice & Education, operating through Independent Financial Advice & Education. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a CFP from FPA. Daniel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Commerce/Economics
Australian National University
2005
Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2008
Graduate Diploma of Applied Finance and Investment
Finsia
2009
CFP
FPA
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan