Daniel Michael Warren
SHAW AND PARTNERS LIMITED · Perth WA 6000 · Advising since 2014
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001264715
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SHAW AND PARTNERS LIMITED · AFSL 236048Since 5 June 2018
- Principal business address
- Perth WA 6000
- First year providing advice
- 2014
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Derivatives
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Miscellaneous financial investment products
- Miscellaneous investment products — MDA services
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CEASEDJul 2019 – Dec 2022SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD · AFSL 490255
- CURRENTJun 2018 – presentSHAW AND PARTNERS LIMITED · AFSL 236048
- CEASEDMay 2014 – May 2018MACQUARIE EQUITIES LIMITED · AFSL 237504
- CEASEDApr 2012 – Apr 2014BELL POTTER SECURITIES LIMITED · AFSL 243480
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Client Engagement Skills
Kaplan Higher Education Pty Ltd · 2023 · Bridging Course - Behavioural Finance
Economic and Legal Context for Financial Planning
Kaplan Higher Education Pty Ltd · 2023 · Bridging Course - Regulation & Legal Obligations
Ethics and Professionalism in Financial Advice
Kaplan Higher Education Pty Ltd · 2020 · Bridging Course - Ethics
Diploma of Financial Planning
Kaplan · 2017
Margin Lending Accreditation Program
Stockbrokers Association of Australia · 2015 · Certificate (AQF 1-4)
Proofessional Diploma in Stockbroking
Stockbrokers Association of Australia · 2015 · Diploma (AQF 5)
Master of Applied Finance
Kaplan Professional Education · 2013
Master of Applied Finance
Kaplan Higher Education Pty Ltd · 2013 · Masters Degree (AQF 9)
Bachelor of Commerce
Macquarie University · 2002
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Daniel Michael Warren claims the profile.
Reviews
Not yet reviewed
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Contacting Daniel Michael Warren
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
SHAW AND PARTNERS LIMITED · AFSL 236048
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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