About
Daniel has been providing financial advice since 2015 and brings a practical, client-first approach to wealth management. With a background across financial planning, lending and para-planning, he delivers holistic strategies that help clients grow, protect, and manage their wealth with confidence. Daniel believes that great financial advice is built on trust, transparency, and a genuine understanding of each client’s unique goals.
Academic Qualifications
- Graduate Diploma of Financial Planning (AQF8)
- Advanced Diploma of Financial Planning
- Advanced Diploma of Accounting
- Diploma of Financial Planning
- Diploma of Paramedical Science (Ambulance)
Academic Qualifications
- Certificate IV in Finance and Mortgage Broking
- Certificate IV in Property Services (Real Estate)
- Principles of Self-Managed Superannuation Funds (SMSF)
- Principles of Margin Lending
- Planning Ethics and Taxation
- Compliance in Financial Planning
Academic Qualifications
- Commercial Law for Tax Agents
- Tax Law for Tax Agents
Areas of Focus
I believe that financial confidence comes from understanding and clarity. My goal is to help you build lasting security through transparent advice and strategies that truly fit your goals. Let’s start shaping your financial future together.