Daniel Friend
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
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Years of Experience 18 Years
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Licensed By Sira Group Pty Ltd