Daniel provides comprehensive tailored financial advice to help his clients build and protect their wealth. He takes his time to understand his client’s needs and objectives and then uses his experience and knowledge to work with them to achieve their goals.
Daniel has been working as a financial planning professional since 2001. He is a Certified Financial Planner (CFP®) with the Financial Planning Association (FPA) and is a Self-Managed Super Fund (SMSF) Association accredited adviser. Daniel has also completed a Master of Business Administration (MBA) with a Finance and Investment specialisation.
Over his career Daniel has provided advice to a diverse range of clients. He specialises in providing advice on superannuation including Self-Managed Superannuation, investment strategies and retirement planning but can assist with all financial planning needs.
In 2017 he started his own business with NAB’s self-employed model, before becoming a founding member of the True North group.
On a personal note, Daniel is married with two sons who love sports and the outdoors. Daniel is actively involved with the Returned Services League (RSL) as a RSL Sub-Branch Treasurer and Trustee.
BA (Econ) MBA DipFP SSA™ CFP®
Principal | True North Financial Advice Pty Ltd
Authorised Representatives of Consultum Financial Advisers Pty Ltd
ABN 65 006 373 995 AFSL 230323
M: 0414 574 557 | P: (02) 8459 7439