Daniel McGregor
INDEPENDENT FINANCIAL ADVICE & EDUCATION PTY LTD · Orange NSW 2800 · Advising since 2006
- 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
- 001253135
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- INDEPENDENT FINANCIAL ADVICE & EDUCATION PTY LTD · AFSL 520963Since 26 March 2020
- Principal business address
- Orange NSW 2800
- First year providing advice
- 2006
- 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
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
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.
- CURRENTMar 2020 – presentINDEPENDENT FINANCIAL ADVICE & EDUCATION PTY LTD · AFSL 520963
- CEASEDJun 2018 – Mar 2020INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD · AFSL 464629Through authorised representative WEALTH TRAIN PTY LTD (no. 001258202)
- CEASEDSep 2017 – Jul 2018DOVER FINANCIAL ADVISERS PTY LTD · AFSL 307248
- CEASEDNov 2010 – Sep 2015AWARE FINANCIAL SERVICES AUSTRALIA LIMITED · AFSL 238430
- CEASEDOct 2009 – Oct 2010COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139
- CEASEDFeb 2006 – Sep 2009AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED · AFSL 234527
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
Ethics and Professionalism in Financial Advice
Kaplan · 2025 · Bridging Course - Ethics
CFP
FPA · 2009
Graduate Diploma of Applied Finance and Investment
Finsia · 2008
Advanced Diploma of Financial Services (Financial Planning)
Tribeca · 2006
Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia · 2005
Bachelor of Commerce/Economics
Australian National University · 2003
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 McGregor claims the profile.
Reviews
Not yet reviewed
No client has reviewed Daniel McGregor on Souffle yet.
Contacting Daniel McGregor
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
INDEPENDENT FINANCIAL ADVICE & EDUCATION PTY LTD · AFSL 520963
- 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
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Daniel McGregor claims this profile, their own contact options can appear here.
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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