Passionate Financial Adviser with experience providing advice to people at each stage of life.
Renowned for my authentic and personal approach, my focus is on showing clients how to plan for financial independence, not just retirement.
I take time to listen and ask questions to establish what my clients are looking to achieve. I then present a unique tailored plan that is easy to understand and follow.
Delivering transparent value to my clients year on year to ensure that their financial plan evolves with never ending changes to their situation and priorities.
I am a member of the Association of Financial Advisers (AFA) and uphold their codes of conduct and focus on client’s best interests.
Daniel took the time to answer all my questions and explain things clearly. His professionalism throughout the process was outstanding.
Daniel takes the time to clearly explain every detail so that it makes sense in laymans terms. He is also so flexible with appointment times. He is very experienced and i felt comfortable that my future wealth creation was in his hands. Thankyou Daniel
Daniel was able to give me detailed, clear and concise advice on the policies which best suited me and my position. He made the process easy for me while ensuring I understood the rationale behind his recommendations at each stage. I feel confident Daniel has my best financial interests at heart and has put me in the best possible position for the future.
Through Daniel's knowledge and experience, I feel very confident that the advice given was right for my needs. Daniel has been extremely attentive and is always happy to answer any questions I have in a timely manner. I highly recommend him!
I'm a self employed director of a services company. Daniel gave me advice on the different types of personal insurances available to me and we implemented several insurances. I feel very confident that i'm now adequately protected if something were to happen to me and I couldn't work. His advice/recommendations were really tailored and took into account both my current position and future intentions. Everything was put in place really quickly and I was always updated on the status of my applications etc. Highly recommend.
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2015
- Years of experience 8
- Bachelor of Business (Financial Planning)
UfinancialLevel 4, 580 St Kilda Rd
Melbourne, VIC 3004
- 9:00am – 5:00pm Monday – Friday
Consultum Financial Advisers Pty Ltd