DANIEL JOHN MINIHAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1997 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology
2002 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2010 - Margin Lending and Geared Investments - - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Services Insitute of Australasia (FINSIA)
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.