Daniel Patterson
About Me
My role is to educate and empower you to make an informed decision about your financial well being. I want you to live your best life without the stress of money, market uncertainty or financial complexities. It is also important that with every good financial position there is a safeguard in place to protect you and or your family’s financial future should the wheels fall off. Over the 20yrs I have personally seen the improvement to customers position and mindset having received advice, benefits which can be enjoyed life long.
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 18 Years
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Licensed By Sentry Advice Pty Ltd