About Me

Daniel is a passionate Financial Adviser, who is well known for his genuine interest in his clients and ability to help clients build their financial futures with clarity, direction and organisation.

Daniel completed a Bachelor of Business (Finance) from Queensland University of Technology (QUT) and passed FASEA’s Ethic’s exam in 2020. He has been working in the financial planning industry since 2018 in numerous roles including technical support and preparing and presenting strategic goal-driven advice to clients as a Financial Adviser.

Daniel also heads up the coordination of My Wealth Solutions' Employee Wellness Program, a corporate program for employee well-being that enables companies to facilitate greater financial literacy and confidence among their employees.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 7 Years
  • Licensed By
    Licensed By Gps Wealth Ltd