Declan Doolan CFP®
About Me
Declan completed his Masters of Financial Planning (MFinPlan) and the Certified Financial Planner (CFP) designation in 2022. For more than 30 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to the highest ethical standards that require them to put their clients’ interests first.
Declan joined the Financial Services industry in 2011 with one of Australia’s most successful Life Insurance Advisory businesses, Mr Insurance.
During his time with this firm, Declan honed his skills as a professional Adviser and went on to win the Millennium3 ’National Rookie of the Year’
Award in 2013.
In 2016, he was nominated as a Grand Finalist in the Australian Financial Advisers (AFA) Rising Star of the year award.
Declan then spent two years in London working for one of the UK’s leading Financial Life Planning firms ‘Kubera Wealth’. It was here that Declan
developed a passion for holistic Financial Life Planning. Declan returned to Australia in late 2018 to help his father transition into retirement
following a 36-year career in the Financial Planning industry. In 2019 Declan took on a role as a Financial Adviser with a Brisbane based Financial
Advice business until joining Select Advice Financial Planning in August 2021.
Outside of work Declan is tragic Liverpool Football Club supporter and is planning as much travel as Tony & Eric will allow with his fiancé Kate.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 12 Years
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Licensed By Millennium 3 Financial Services Pty Ltd