About Me

Dan holds a Advanced Diploma of Financial planning and a Bachelor of Commerce. He is also a member of the Association of Financial Advisors.

He has previously advised within Westpac Financial planning for 13 years prior to joining Integral private wealth.

Dan advises a broad cross section of the community and has strong credentials and experience in providing financial planning solutions to his clients and families.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Sira Group Pty Ltd