Daniel Perkins

True North Wealth

Gold
21 Yrs Experience
Chatswood, NSW 2067
I have over 17 years’ experience as a financial planner and provide comprehensive financial advice to help my clients build and protect their wealth. I take time to understand my clients and use my experience and knowledge to help them achieve their goals. I am the Principal/Senior Financial Planner of NAB Financial Planning Chatswood Pty Ltd. I am a Certified Financial Planner (CFP) with the Financial Planning Association and an accredited Adviser with the SMSF Association (SSA). I have also completed a Masters of Business Administration (MBA) I can be contacted at daniel.perkins@nabfpadvice.com.au or 0414574557

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

True North Wealth

Suite 3, Level 4, North Tower 1, 5 Railway Street
Chatswood, NSW 2067

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Daniel listens to my short and long term goals that I am looking for and prepares detailed solutions that allows me to understand the risk profile and desired outcomes. Daniel provides wholistic financial advice and always responsive to questions or queries."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets

Qualifications & Training

Master of Business Administration

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2017

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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