Daniel Irvine – Financial Adviser
Adviser identifying number: 244937
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 12/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ENCORE WEALTH PTY LTD
Authorised Representative identifying number: 001234816
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
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Relevant qualifications and training:
- Bachelor of Business – Queensland University Technology (QUT)
- Diploma of Finance and Mortgage Broking Management – Kaplan Professional
- Diploma of Financial Planning – Deakin University / Financial Planning Association
- Graduate Diploma of Applied Finance – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Financial Planning Association (FPA) – Certified Financial Planner
Daniel Irvine is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility