Financial Adviser · SOUTH MELBOURNE, VIC

Daniel James Allison

SOUTH MELBOURNE, VIC

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001254285

Currently at

Daniel Allison & Associates Superannuation

South Melbourne, VIC (firm address)

View firm profile

About Daniel James Allison

Daniel James Allison is a financial adviser based in South Melbourne, Victoria, with 9 years of experience in the financial services industry since 2017. Daniel is currently authorised under Daniel Allison & Associates Superannuation, operating through Daniel Allison & Associates Superannuation. Daniel holds authorisations to advise on smsf, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Commerce from University of Melbourne. Daniel is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Tax Practitioners Board and The Tax Institute.

Authorised to Advise On

Tax Financial Advice SMSF

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Commerce

University of Melbourne

2017

Accountants Essential Advice

Integrity Education

2017

Deposit Products and Non-Cash Payment Facilities

Financial Education Professionals

2017

General Insurance

Financial Education Professionals

2017

Life Insurance

Financial Education Professionals

2025

Graduate Diploma of Financial Planning

Kaplan

Registration History

Daniel Allison & Associates Superannuation Pty Ltd

May 2017 - Present Current

Source: ASIC Financial Advisers Register