Daniel has been working within the financial services industry since 1999, bringing a wealth of experience to his role by helping all types of people through quality personal advice. His education, and technical skills enable him to guide clients through important financial decisions. He explains complex financial concepts in simple terms, making it easier for clients to understand and feel confident.
His experience spans wealth creation, superannuation, income streams, debt management, minimising tax, Centrelink, cashflow and budgeting, estate planning, insurances, savings plans, aged care and investing.
He enjoys being able to positively impact people’s lives through guidance, education and personal advice. He believes everyone deserves a financial plan for success and that a financial adviser can be pivotal in helping people get – and stay – on track to meet their financial and lifestyle goals.
Outside of the office, Daniel spends a lot of time with his family, entertaining his two children and dogs. He also enjoys his sports, following his beloved Liverpool FC and playing tennis, golf and soccer.
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Wollongong office
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