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
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Years of Experience 15 Years
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Licensed By My Dedicated Advisory Pty Ltd