Daniel Jones CFP®
About Me
Daniel is a Private Wealth Adviser with Townsend Cobain Private Wealth.
Before joining Townsend Cobain, Daniel was Director and Principal Financial Advisor at Melbourne Financial Partners, a financial planning practice he founded and ran for seven years.
Prior to this, he specialised in financial custody and institutional finance, working for eight years for NAB Asset Servicing. During this time, he worked in Corporate Actions, Performance and Control, managing client relationships with the senior executives of many of the largest Superannuation companies and Fund managers in Australia.
Passionate about his role and work, Daniel is committed to taking the time to truly understand his client’s circumstances, values, needs, and goals. This allows him to develop comprehensive, personalised financial strategies and offer advice that supports the life outcomes his clients seek to achieve.
Importantly, Daniel understands the importance and value of working in partnership with clients over the many years required to build a solid financial future.
Daniel has a Bachelor of Commerce (Finance and Economics) from The University of Wollongong, an Advanced Diploma in Financial planning, and holds the highest designation in financial planning – (CFP) Certified Financial Planner.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 10 Years
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Licensed By Townsend Cobain Pty Ltd