Staff Update

Welcome to our new Wealth Adviser - Daniel Fonseca

Daniel has more than a decade of professional experience in accounting, finance and management, and most recently, in financial planning support for a major Bank.

Daniel is dedicated to helping young professionals and families live for the moment while also preparing for the future.

He believes that clients understand that to achieve all they want in life, they need to do things differently and build a great team around themselves.

Daniel enjoys all things personal finance, business, technology, social enterprise, leadership, and how these can all be related.

Daniel’s accounting experience for private companies, high net worth individuals and trusts, uniquely positions him to understand some of their challenges and objectives when providing financial planning advice for such clients.

Daniel has a Diploma in Financial Planning from Kaplan University and has bachelor’s degrees in Commerce and Information & Communication Technology from the University of Notre Dame.