Financial Adviser
· PERTH, WA
Daniel Michael Warren
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264715
Daniel Michael Warren is a financial adviser based in Perth, Western Australia, with 12 years of experience in the financial services industry. Daniel is currently authorised under Shaw And Partners Limited. 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 Master of Applied Finance from Kaplan Professional Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce
Macquarie University
2013
Master of Applied Finance
Kaplan Professional Education
2015
Margin Lending Accreditation Program
Stockbrokers Association of Australia
2015
Proofessional Diploma in Stockbroking
Stockbrokers Association of Australia
2017
Diploma of Financial Planning
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2023
Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Ltd
2023
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Ltd
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register