About Me

Daniel is an adviser in Shadforth Financial Group’s Brisbane office.Daniel holds a Bachelor of Commerce degree from the University of Queensland, a Graduate Diploma in Applied Finance and Investment and a Graduate Diploma of Financial Planning from the Securities Institute of Australia. He is also a Certified Financial Planner™ practitioner, the highest level of professional recognition for financial advisers who are members of the Financial Planning Association of Australia. Daniel’s expertise was recognised in 2011, 2012 and 2013 through the prestigious AFR Smart Investor Top 50 Masterclass award for financial planning. Daniel’s career began in Sydney where he worked for BT Financial group and JP Morgan before relocating back to Brisbane to pursue a career in financial advice and wealth management. Daniel joined boutique advisory firm, Douglas Wenck in 2006. The firm merged with Shadforth Financial Group in 2008. Daniel enjoys working with clients to assist them in making smart financial decisions and has developed a niche with medical professionals. Daniel is a member of the Medical Specialist Group within Shadforth.Daniel is married with three children. When time permits, he has a passion for getting out on the water.