MenuDaniel Cohen CFP®
About Me
Today’s modern world is fast-pace, challenging and at times, uncertain. After deep diving into my clients goals and needs, I carefully research and prepare tailored strategies to help my clients thrive, providing them with clarity and confidence.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 11 Years -
Licensed By 5 Wealth Management Pty Ltd
Also meet me here:
Suite 14.02, Level 14 55 Market Street,
Sydney, NSW 2000
Sydney, NSW 2000
