About Me

Daniel knew he wanted to become a Financial Adviser since an early age, wanting to follow the steps of his father. He worked in entry level positions at Stock-broking firms overseas and came to Australia in 2010 to study his Bachelor of Business with major in Banking and Finance.
Even while at Uni, Daniel started gaining experience in the industry by completing internships at boutique financial planning firms.
Since then, Daniel has worked at different types of advisory firms, from Industry Superfunds to Private Wealth & Family Office advisory offerings. This has allowed him to gather a vast range of experience and to distinctly understand the products and services available in Australia.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 8 Years
  • Licensed By
    Licensed By Lifespan Financial Planning Pty Ltd