About Me

Daniel is an experienced Financial Adviser having provided valuable advice and support to his clients for over 20 years worldwide and in Australia since 2010.
Daniel highly values long-term relationships with his clients and loves seeing them achieve their financial objectives and goals.
Daniel excels in educating his clients and explaining complex topics and strategies in simple terms.
This empowers his clients to be part of a true collaboration where they feel in control, understand the value of his services and are not just passengers.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
  • Education Symbol
    Highest Level of Education Advanced Diploma
  • Years of Experience
    Years of Experience 16 Years