DANIEL IRVINE
Financial Adviser · Fortitude Valley, QLD
📚 Qualifications & Training
2000 - Bachelor of Business - Bachelor Degree (AQF 7) - Queensland University of Technology
2004 - Diploma of Financial Planning (8 units) - Diploma (AQF 5) - FPA (now FAAA)/Deakin
2008 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan
2018 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
2024 - Margin Lending Specialist - Other - Kaplan
2025 - Commercial Law - Bridging Course - Regulation & Legal Obligations - Kaplan
2025 - Tax for Financial Advising - Other - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.