Daniel James Allison – Financial Adviser
Adviser identifying number: 1254285
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: DANIEL ALLISON & ASSOCIATES SUPERANNUATION PTY LTD
Licence number: 487858
Licensee’s ABN:
Licence controlled by: BGL (DAA) Nominees Pty Ltd & DJA (DAA) Nominees Pty Ltd & DJB (DAA) Nominees Pty Ltd & WHN (DAA) Nominees Pty Ltd
The date the Financial Adviser commenced the appointment: 03/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DANIEL ALLISON & ASSOCIATES SUPERANNUATION PTY LTD
Authorised Representative identifying number: 487858
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Accountants Essential Advice – Integrity Education
- Bachelor of Commerce – University of Melbourne
- Deposit Products and Non-Cash Payment Facilities – Financial Education Professionals
- General Insurance – Financial Education Professionals
- Life Insurance – Financial Education Professionals
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Tax Practitioners Board
- The Tax Institute
Daniel James Allison is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Life risk insurance products
- Class of Product Advice – Superannuation