Senior Financial Planner
Neville Daniels has had over nineteen years in the financial advice industry, the first six as Centrelink's local Financial Information Service Officer. Apart from handling complex Centrelink eligibility issues, Neville was responsible for providing ongoing financial education and information to the public via interviews and seminars. Prior to that he worked in both private enterprise and government positions, and was Regional Manager for Social Security for seven years. Neville has a Diploma in Financial Advising from the Securities Institute of Australia, attaining an average result of Distinction. He joined Infocus Money Management in 2004 because of their strong levels of professionalism, integrity, support, and because they are not owned by any large financial institution. He and wife Teresa opened the Hervey Bay office in 2005 due to business growth and the desire to better service the growing number of Hervey Bay clients. He keeps up with trends and develops in the industry through ongoing professional development. He has developed a core of reliable, knowledgeable staff who have maintained the high levels of client satisfaction as we grow.