201 Chapel Hill Road,Chapel Hill, QLD, 4069Request a callback Book an appointment
Daniel has been a Financial Advisor since 2006, and prides himself on providing high-quality, ethical advice to assist clients to achieve their goals. He is both knowledgeable and passionate about the finance industry.
Daniel holds a Master of Applied Finance, Graduate Diploma of Financial Planning, and Bachelor of Business with majors in Accounting, and Banking and Finance. Furthermore, he is a member of the Financial Planning Association.
He offers a wide range of financial advice including: wealth creation, investment advice, personal protection insurance, business insurance, debt structuring, pre and post retirement planning inc. self-managed superannuation funds (SMSF), margin lending, estate planning and maximising Centrelink benefits.