Daniel McIntosh

About Me

I started in financial planning to help people understand their options. Explain the unknown. Break down the barriers to make it easier for people to ask for help. For people that want financial security but weren't sure how or where to start. Financial planning concepts are diverse and complicated. I have the experience, training and dedication to provide all my clients with a personalised strategy to meet their individual needs. Whether you are 18, 88 or anywhere in between I can build you a strategy.

How can I help you? Contact me today to set up a free confidential chat. It might just point you in the direction of complete certainty and financial freedom. I can provide direction on family budgets, superannuation, investing, retirement, cash flow, inheritance, asset sales and entering aged care.

I'll take the complexity out to ensure you understand your best options to enhance your quality of life. How can I be of service?

Simply send me an email to dmcintosh@secnat.com.au to get started. Looking forward to assisting you to reach your goals.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 11 Years
  • Licensed By
    Licensed By Security National Financial Services Pty. Ltd.