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- Financial Advisers Australia (FAA)
- Daniel Joseph Shine
Daniel Joseph Shine
- Name
- Daniel Joseph Shine
- ID
- 335089
- ABN
- –
- First Provided Advice
- 2008
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 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
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Financial Wisdom Limited (#231138)
- Commenced
- June 29, 2013
- Ceased
- Feb. 21, 2020
- Status
- Ceased
- Licence Holder
- Fortnum Private Wealth Ltd (#357306)
- Commenced
- Feb. 24, 2020
- Ceased
- Jan. 15, 2026
- Status
- Current
- Licence Holder
- Fortnum Advice Pty ltd (#519190)
- Commenced
- Jan. 16, 2026
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- EP Financial Services Pty Ltd (#325252)
- Commenced
- March 20, 2010
- Ceased
- Aug. 20, 2012
- Status
- Ceased
- Licence Holder
- Whittaker Macnaught Pty. Ltd. (#246519)
- Commenced
- Aug. 12, 2012
- Ceased
- June 30, 2013