About Me

Danielle has been working in in the financial services industry since 2013 and has worked in various roles to gain experience in all aspects of delivering quality advice.

Danielle really enjoys spending time with her family and finds DIY therapeutic. Her professional motivations stem from being able to share her knowledge and experience with others, in particular helping improve the financial outcomes of women in retirement and making a positive difference to the lives of others through education and guidance.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 1 Years
  • Licensed By
    Licensed By Wilsons Advisory And Stockbroking Limited
CERTIFIED FINANCIAL PLANNER®