About Me

Dan is an experienced financial advisor focused on helping his clients achieve the well-being, security and peace of mind provided by a clear and effective financial plan. Dan feels that the key to high quality advice starts with his clients, taking the time and care to fully understand their families, financial position and goals. Dan can then leverage his extensive training and experience to guide his clients through complex financial situations and ensure they are best positioned for the future.

Since migrating to Australia in 2009, Dan has been a part of the Australian Financial Planning industry, with the last 9 years as a Financial Advisor, building on his prior managerial and banking background in the UK. He has further specialist knowledge in self-managed super funds, margin lending and estate planning.

In his spare time, Dan enjoys spending time with his Wife and two young Daughters, going to the gym, playing guitar and listening to a wide variety of music.