Daniel Finnigan Financial Planner Report

Name:
Daniel Finnigan

Rep Number:
000234833

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2012-08-13 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association (FPA) of Australia
Certified Financial Planner
Deakin University
Diploma of Financial Planning
Kaplan Professional Education
Margin Lending & geared Investments

Memberships
Financial Planning Association of Australia (FPA)