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