Daniel Nel CFP®

Daniel Nel CFP®

About Me

Originally from South Africa I moved to Australia in 2023. I am dedicated to helping individuals achieve their financial goals. With Graduate Diplomas in Financial Planning from both countries and an Advanced Postgraduate Diploma in Investment Planning with a specialisation in asset types and portfolio planning, I bring a wealth of knowledge and expertise to my clients.

Through my specialised knowledge of both the Australian and South African financial systems, I provide tailored advice to help individuals navigate the unique challenges of cross-border financial planning. I am committed to sharing my insights and providing useful information to help South African expats make informed financial decisions and achieve their goals.

Areas of Focus

  • Aged care
  • Cashflow management
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By My Dedicated Advisory Pty Ltd
CERTIFIED FINANCIAL PLANNER®