Daniel brings a wealth of experience from his previous roles in banking, superannuation, and financial advice. He has a passion for education and increasing financial literacy and combines his techincal expertise with personal attention for his clients.
He prides himself in providing holistic advice to clients when planning for their future, ensuring they have confidence in reaching their short and long-term financial and lifestyle goals.
Daniel holds more than a decade of experience in the financial services profession. He is a member of the Financial Advice Association of Australia (FAAA), holds a Master of Financial Planning, Bachelor of Business and Economics, and an Advanced Diploma of Financial Planning and has successfully passed the national financial adviser exam to meet the new industry standard.
In his personal time Daniel loves a variety of sports, has recently taken up golf, enjoys good food and wine, loves to travel and explore new destinations, and completing projects on his new house.
Click here to view Daniel's latest FSG
