Login
Search
Become a Member

Protected: Test Find a Planner

Find a Planner Locator
Daniel Poultney FChFP

About Me

Holistic Financial Adviser managing clients wealth both in and outside of superannuation. I have specialist skills in personal life insurance advice and business buy / sell and Keyperson protection and facilitation

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Dynami Financial Services Pty Ltd

My Quick Links

GET IN TOUCH

QUICK LINKS

  • The Financial Advice Association Australia acknowledges Traditional Owners of Country throughout Australia and recognises the continuing connection to lands, waters, and communities. We pay our respect to Aboriginal and Torres Strait Islander cultures; and to Elders past and present.
Facebook Linkedin Instagram
  • © 2024 FINANCIAL ADVICE ASSOCIATION OF AUSTRALIA LIMITED.
  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

Member Benefits

Become a Member

FAAA Communities

Pro Bono Advice

Find a Planner

Money & Life

Complaints

FAQs

Events

Congress 2024

Awards 2024

Masterclass

Exhibitors & Supporters

CFP Certification

FAAA Learn

Career Centre

Specialist Designations

Financial Planning Education Council

Financial Planning Research Journal

Continuing Professional Development

Submissions

Policy Platform

Membership Regulations

Ethi-Call Hotline

Disciplinary Action Register

Whistleblower Policy

Who is the FAAA

Media Releases

Blog

Meet the Team

Careers in Financial Advice

Financial Literacy

Contact Us

Login

Become a Member