Daniel Mcloughlin Financial Planner Report

Name:
Daniel Ben Mcloughlin

Rep Number:
000252904

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2016-05-06 onwards

Location:
Townsville, , QLD, 0

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
The All Finanz Group Pty Ltd

Licence Number:
001241737

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

Qualifications
Plan Connect
Diploma of Financial Services (Finance /Mortgage Broking Management)
Kaplan Professional
Diploma of Financial Services (Financial Planning)
AAMC Training Group
Margin Lending
Kaplan Professional Education
Self Managed Superannuation Funds
Integratec
Superannuation and Retirement

Memberships
Association of Financial Advisers (AFA)
Finsia
Mortgage & Finance Association of Australia (MFAA)