Daniel Collins CFP®
About Me
Daniel is a private wealth adviser, working with high net-worth individuals, families, and for-purpose organisations in managing their investment portfolios, structuring and long-term succession.
Prior to joining LBP, Daniel lived and worked in the UK as a professional sportsman while simultaneously completing an honours degree.
Daniel began his career in finance at a reputable FTSE100 wealth management firm and currently holds a Bachelor of Accounting & Finance (Hons), Masters in Financial Planning, and is a Certified Financial Planner (CFP).
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Retirement
- SME advice
- Superannuation
- Wealth management

-
Years of Experience 3 Years
-
Licensed By Lipman Burgon And Partners Pty Limited
