Daniel Joseph Shine – Financial Adviser
Adviser identifying number: 335089
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: FINANCIAL WISDOM LIMITED
Licence number: 231138
Licensee’s ABN: 70006646108
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
The date the Financial Adviser commenced the appointment: 29/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL WISDOM LIMITED
Authorised Representative identifying number: 231138
Authorised Representative’s ABN: 70006646108
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:
Relevant qualifications and training:
- Bachelor of Commerce – Bond University
- Bachelor of Laws – Bond University
- Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Financial Planning Specialist – Chartered Accountants Australia New Zealand
- Graduate Diploma in Taxation Law – University of Melbourne
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
- Financial Services Institute of Australia (FINSIA)
Daniel Joseph Shine is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit 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