Daniel Mcintosh – Financial Adviser
Adviser identifying number: 1006514
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
Licence number: 244565
Licensee’s ABN: 54007375420
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
Authorised Representative identifying number: 244565
Authorised Representative’s ABN: 54007375420
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:
- Acreditated Listed Product Adviser program – Kaplan
- Advanced Diploma of Accounting – TAFE NSW
- Advanced Diploma of Financial Planning – Kaplan
- Bachelor of Business Studies – Charles Sturt University
Relevant memberships of professional bodies or industry associations:
Daniel Mcintosh is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility