MenuDaniel Swallow
About Me
Experienced Private Wealth Manager with a demonstrated history of working in the financial services industry. Skilled in Investment Advisory, Business Relationship Management, Financial Services, Finance, and Accounting. Strong finance professional with a Master's Degree focused in Master of Applied Finance, MAppFin from Macquarie University.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 8 Years -
Licensed By Perpetual Trustee Company Limited
