Daniel Mulcahy – Financial Adviser

Adviser identifying number: 239455
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 29/05/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CHARTER FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 234665
Authorised Representative’s ABN: 35002976294

Disciplinary actions start date against the Financial Adviser: 16/05/2000
Disciplinary actions end date against the Financial Adviser: 15/11/2000
Disciplinary action type: Enforceable undertaking accepted by ASIC on 27 July 2000.

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Financial Plan Construction & Review (DFP8) – FPA
• Introduction to Financial Planning (DFP1) – FPA
• Investment Planning Fundamentals (DFP3Z) – FPA
• Risk Management and Insurance Planning (DFP2) – FPA
• Superannuation and Retirement Planning – FPA

Relevant memberships of professional bodies or industry associations:

Daniel Mulcahy is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility