Daniel Mcmahon
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Daniel Mcmahon is an ASIC-registered financial adviser dedicated to helping individuals and families in Unley, SA, and across Australia achieve their financial goals. With a strong foundation built on a Degree in Education from Uni SA (1994) and a Graduate Diploma of Financial Planning from the Securities Institute (2006), Daniel combines extensive knowledge with a passion for empowering clients through informed financial decisions. Further qualifications include ASX Listed Products Accreditation, Self Managed Superannuation Funds, and Margin Lending & Geared Investments. As a member of the SMSF Association, Daniel possesses specialist expertise in self-managed superannuation. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice • SMSF advice Ready to take control of your financial future? Contact Daniel Mcmahon today for a consultation and personalised advice tailored to your unique needs.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Daniel Mcmahon offer?
Daniel Mcmahon provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, and investments. He also specialises in self-managed superannuation funds (SMSFs).
What qualifications does Daniel Mcmahon have?
Daniel Mcmahon holds a Degree in Education from Uni SA, a Graduate Diploma of Financial Planning from the Securities Institute, and accreditations in ASX Listed Products, Self Managed Superannuation Funds, and Margin Lending & Geared Investments.
What is Daniel Mcmahon's approach to financial planning?
Daniel takes a client-centered approach, focusing on understanding your individual needs and goals to develop a personalised financial plan that helps you achieve long-term financial security.
How can I get started with Daniel Mcmahon?
The first step is to schedule a consultation. During this meeting, Daniel will discuss your financial situation, goals, and any concerns you may have. This allows him to determine how he can best assist you.
Is Daniel Mcmahon qualified to provide SMSF advice?
Yes, Daniel Mcmahon has specialist expertise in self-managed superannuation and is a member of the SMSF Association. He can provide comprehensive advice on all aspects of SMSF management.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.