Financial Adviser
· MELBOURNE, VIC
Daniel Edward Mcfarlane
No disciplinary history on record with ASIC
MELBOURNE,
VIC
17
Years experience
ASIC Registered · ADV 001001579
About Daniel Edward Mcfarlane
Daniel Edward Mcfarlane is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. Daniel is currently authorised under Sequoia Wealth Management, operating through Dem Capital. Daniel holds authorisations to advise on superannuation, managed investments, securities and foreign exchange. Daniel's qualifications include a Superannuation from RMIT University.
Authorised to Advise On
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2007
Superannuation
RMIT University
2007
The Securities & Derivatives Industry Association (SDIA) Accreditation Progrom
Deakin University
2010
Margin Lending & Geared Investments
Kaplan
2013
Foreign Exchange
Kaplan
Registration History
Managed Investment Schemes, excluding IDPS
Managed Investment Schemes, excluding IDPS
AUSTOCK FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register