About Me

Daniel has been a Financial Planner since 2006 and enjoys working with his clients to help them achieve their financial freedom. Providing a highly personalised level of service, Daniel works with his clients to define their needs and goals, then delivers strategies that will ensure his clients successfully implement their financial plan. Daniel has a very open and honest approach and builds strong long-term relationships with his clients. Daniel holds a Bachelor of Commerce Degree from Curtin University majoring in Financial Planning and Economics, and is currently completing his CFP certification.