Daniel Patterson

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
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Sentry Advice Pty Ltd