With over 10 years in Accounting & Financial Services experience, Daniel has extensive knowledge and experience building and managing client financials & portfolios. Daniel’s focus is on assisting clients with Superannuation, Retirement Planning, Personal Insurance and Self-Managed Superannuation Funds.
Having spent time in KPMG, Private Companies and with ANZ, Daniel adds value to his clients’ investment selection process with financial advice that is appropriate for their personal risk profile and wealth creation objectives.
Daniel has a Bachelor of Accounting & Finance and a Bachelor of Information Communication Technology from the University of Notre Dame, a Diploma of Financial Planning, and is an associate member of the Financial Planning Association of Australia.
Why did you choose the Finance Industry?
After seeing someone close to me struggle financially, I felt I could promote financial literacy and help clients protect and build on what they have.
What has been your career highlight?
Working with a family to build a small business into something sustainable and positive.
What is your favourite thing about your job?
Networking with company directors and learning about their businesses and the positive outcomes for the future, as well as assisting clients to protect the assets they have worked hard to achieve.
What is your favourite thing outside your job?
Spending time with my family, collecting Lego, being outdoors, and drawing.
Give us an interesting fact about yourself?
I learnt how to code C++ at the age of 6, and I enjoy graphic design and animation.