About Me

Hello! I’m Daniel Carter and I’m a Financial Adviser that specialises in working with clients in the pre-retiree and retiree stage of life.



I have over two decades of experience in retirement planning, tax minimisation, portfolio management, cash flow modelling and maximising Age Pension entitlements.



I am based in Glenelg, Adelaide, but I also work online with clients from all over the country. I work with a small number of clients to enable a personalised, high quality service.



I hold numerous Financial Planning qualifications including the Graduate Diploma of Financial Planning and I am a member of the Financial Advice Association Australia (FAAA).



Away from work I love spending time with my wife, son and border collie and I also enjoy golf, mountain and road biking, swimming and running.