Background: Daniel has over 10 years of experience across client service and paraplanning and is passionate about forming strong relationships with clients to offer the most professional and respected service possible.
Daniel has strong knowledge across the breadth of financial planning with a particular interest in pre and post retirement planning, risk management and wealth accumulation. He has completed a Diploma of Financial Planning and also has an active interest in investing in to small cap shares.
What do you most love about your job?: The conversation with clients after implementing their plans, when you can really hear the appreciation and excitement they feel for taking the steps to achieving their goals and in particular, the conversations years later when they’ve achieved them. Being able to witness it all take place over the years feels like as much of an achievement to myself as it does to them.