MenuDaniel Irvine CFP®
About Me
Financial planner with 18 years experience providing financial advice and wealth solutions to professionals and families. I enjoy getting to know people beyond their financial lives so I can tailor solutions that enhance their peace of mind and quality of life.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree -
Years of Experience 24 Years -
Licensed By Fortnum Private Wealth Ltd -
Advice Fees From $400
