Daniel McAllister
FINNEST FINANCIAL PTY LTD · Spring Hill QLD 4000 · Advising since 2008
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000321393
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256Through authorised representative FINNEST FINANCIAL PTY LTD (no. 000440812)Since 11 April 2025
- Principal business address
- Spring Hill QLD 4000
- First year providing advice
- 2008
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- 2019
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTApr 2025 – presentMATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256Through authorised representative FINNEST FINANCIAL PTY LTD (no. 000440812)
- CEASEDFeb 2024 – Apr 2025LUNARIS WEALTH PTY LTD · AFSL 536915
- CEASEDNov 2021 – Feb 2024WISDOM FINANCIAL SERVICES AU PTY LTD · AFSL 235362
- CEASEDJul 2021 – Nov 2021PREMIUM ADVISORY PTY LTD · AFSL 472548
- CEASEDJul 2017 – May 2020PSK ADVISORY SERVICES PTY LTD · AFSL 234656
- CEASEDJul 2016 – Mar 2017HILLROSS FINANCIAL SERVICES LIMITED · AFSL 232705
- CEASEDDec 2014 – May 2016CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDJan 2008 – Sep 2014MORGANS FINANCIAL LIMITED · AFSL 235410
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Accredited Aged Care Professional Program
Aged Care Steps · 2026 · Other
Masters of Financial Planning
Kaplan Higher Education · 2023 · Masters Degree (AQF 9)
Graduate Diploma of Financial Planning
Kaplan Higher Education · 2020 · Graduate Diploma (AQF 8)
Self Managed Superannuation Funds Program
Kaplan Professional · 2015 · Other
Advanced Diploma of Financial Planning
Kaplan Professional · 2012 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning)
Kaplan Professional · 2010 · Diploma (AQF 5)
Margin Lending Accreditation Program
DeakinPrime · 2010 · Other
Bachelor of Business (Human Resource Management and Marketing)
Southern Cross University · 1998 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Daniel McAllister claims the profile.
Reviews
Not yet reviewed
No client has reviewed Daniel McAllister on Souffle yet.
Contacting Daniel McAllister
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
FINNEST FINANCIAL PTY LTD
Authorised by MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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