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