MenuDaniel Irvine CFP®
About Me
Financial advisor with 19 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 for them and their family. I design and manage bespoke investment portfolios with a proactive approach tailored to the individual.
Areas of Focus
- Investments
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree -
Years of Experience 26 Years -
Advice Fees From $400
