About Me

Daniel is passionate about enabling families and individuals to develop and maintain a tailored financial strategy based on an in-depth understanding of their needs and objectives, the legislative environment, and the wealth creation, tax management and structural options available.

As a Certified Financial Planner (CFP®), and with more than a decade of industry experience, Daniel has proven expertise in providing tax-effective wealth accumulation advice, optimising superannuation (including SMSFs and defined benefit superannuation), advice and management of your investments and broader financial planning areas.

Daniel has been with E&P Financial Group for more than 11 years. Daniel has a Bachelor of Commerce from the University of Melbourne, majoring in Finance and Economics and a Diploma of Financial Planning from Kaplan Professional Australia. Daniel is registered with the Tax Practitioners Board as a Tax (Financial) Adviser and a CFP® member of the Financial Advice Association of Australia (FAAA) and an FAAA Accredited Aged Care Specialist.