Financial Adviser
· STONES CORNER, QLD
Daniel Irvine
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244937
Daniel Irvine is a financial adviser based in Stones Corner, Queensland, with 26 years of experience in the financial services industry. Daniel is currently authorised under Guardian Associates Pty Ltd. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Advice Association Australia. Daniel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Business
Queensland University of Technology
2004
Diploma of Financial Planning (8 units)
FPA (now FAAA)/Deakin
2008
Certified Financial Planner
Financial Advice Association Australia
2012
Diploma of Finance and Mortgage Broking Management
Kaplan
2018
Master of Applied Finance
Kaplan Professional
2024
Margin Lending Specialist
Kaplan
2025
Commercial Law
Regulation & Legal Obligations - Kaplan
2025
Tax for Financial Advising
Kaplan