Dan is an experienced financial advisor focused on helping his clients achieve the well-being, security and peace of mind provided by a clear and effective financial plan. Dan feels that the key to high quality advice starts with his clients, taking the time and care to fully understand their families, financial position and goals. Dan can then leverage his extensive training and experience to guide his clients through complex financial situations and ensure they are best positioned for the future. Since migrating to Australia in 2009, Dan has been a part of the Australian Financial Planning industry, with the last 9 years as a Financial Advisor, building on his prior managerial and banking background in the UK. He has further specialist knowledge in self-managed super funds, margin lending and estate planning. In his spare time, Dan enjoys spending time with his Wife and two young Daughters, going to the gym, playing guitar and listening to a wide variety of music.
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I find Daniel very easy to communicate with. Meetings are arranged in advance, Daniel is always punctual, adheres to the length of the meeting which he predicted.
DAN HAS MADE TAKEN ALL THE STRESS OUT OF DEALING WITH OUR SUPERANUATION, AS WE TRANSITION TO RETIREMENT. HE HAS KEPT US UP TO DATE WITH OUR SITUATION AND ANY GOVERMENT CHANGES THAT MAY AFFECT US IN THE FUTURE.
From my first meeting with Dan he has provided clear and professional advise, he explained every step clearly and thoroughly. I am extremely happy with the advice Dan has provided me and have recommended him to friends and family.
From the first meeting I had with Dan, he has provided sound, supportive advice that was easy for me to understand. He then created a plan that will support my ongoing financial security. I feel that getting this advice and support from Dan will provide me with what I need to make sure that when I get to retirement it will look the way I want it to.
- Adviser status Gold
- Number of reviews 22
- First year providing advice 2015
- Years of experience 8
- Graduate Diploma of Financial Planning
Blue Tree Financial Planning504 Lutwyche Rd
Lutwyche, QLD 4030
Momentum Advice Pty Ltd