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 firstname.lastname@example.org or 0414574557
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.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2001
- Years of experience 22
- Master of Business Administration
True North WealthSuite 3, Level 4, North Tower 1, 5 Railway Street
Chatswood, NSW 2067
Consultum Financial Advisers Pty Ltd