DANIEL JOSEPH SHINE

Financial Adviser Β· Robina, QLD

Registered

Registration Number

000335089

Registration Status

Registered

Location

Robina, QLD 4226

Providing Advice Since

2008

Registration Date

29/06/2013

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

πŸ“š Qualifications & Training

2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Bond University
2005 - Bachelor of Laws - Bachelor Degree (AQF 7) - Bond University
2008 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Institute of Chartered Accountants in Australia
2009 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan
2020 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan
2022 - FPC001B-Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2022 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏒 Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
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.