Dan Nadal
Blue Tree Financial Planning
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.
Expertise
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 22
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Blue Tree Financial Planning
504 Lutwyche RdLutwyche, QLD 4030
Licensed by
Momentum Advice Pty Ltd
AFSL 520408