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Daniel Thompson

Finnacle

Gold
14 Yrs Experience
Clyde North, VIC 3978

Having grown up and lived in different parts of Australia, from the outback to the city, I found that one thing that was common to many: financial problems. I decided that I wanted to help and educate people in this area to alleviate as much of these stresses as possible, and I am lucky that finance is an area that I understand well.

Financial Planning has undergone huge changes recently and will continue to evolve, and I enjoy being at the forefront of this. Life can be complex, while at the same time there have never been as many opportunities as we have now. Our aim is to help people achieve financial freedom, however they define it. It might be finishing work at 55 and spending time fishing and with the kids, it might be starting your own business or volunteering knowing that you have financial support in place for the rest of your life.

In working through life's complexities I can promise 3 things:

Simplicity

Authenticity, and

Transparency

If you have any questions or would like to catch up for a chat, give me a call on 1300 346 622 or email me at daniel@finnacle.com.au

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We provide advice on a subscription & membership basis, starting from $99/month depending on the advice required.

At a glance

  • Adviser status Gold
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Master of Applied Finance (Financial Planning)
  • Language spoken
    • English

Finnacle

14 Marwedel Avenue
Clyde North, VIC 3978

Opening hours

  • 8:00am – 8:00pm Monday – Friday

Meeting methods

  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892