Financial Adviser
· MELBOURNE, VIC
Daniel John Minihan
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000276433
Daniel John Minihan is a financial adviser based in Melbourne, Victoria, with 24 years of experience in the financial services industry. Daniel is currently authorised under Shinewing Australia Wealth 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 Bachelor of Business from Swinburne University of Technology. Daniel is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Services Insitute of Australasia (FINSIA).
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
1997
Bachelor of Business
Swinburne University of Technology
2002
Graduate Diploma of Financial Planning
FINSIA
2010
Margin Lending and Geared Investments
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional