Daniel Jackson

Modern You Financial Planners

Gold
7 Yrs Experience
North Albury, NSW 2640

Recent reviews

Modern You Financial Planners

1108 Waugh Rd
North Albury, NSW 2640

Opening hours

  • 9:00am – 12:00pm Saturday
  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 15
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

5.00
15 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 15

Sort by

5.00

"Daniel was polite and understanding of my needs. He took the extra time to make sure that I understood the advice that he was providing me with and he has helped me take charge of my finances."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was always a little unsure on my retirement, however, Daniel spend the extra time to put me at ease and make this no longer feel like a burden. Now I can enjoy a lifestyle that I wanted that's within my means. I wish I had seen Daniel 30 years ago, however, I am glad I have seen him now."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Daniel was fantastic to work with. He explained everything to me and took the time to go the extra mile in help and support. He was willing to listen to me, get to understand the 'why' behind what I wanted and created a strategy that gave me the 'how'."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have seen a few financial advisers in the past to seek advice about my current circumstances and Daniel was the only one that spent the time explaining in detail the different areas of advice that I didn't know that I needed. He took my current position which I didn't think was too bad and educated me on the possibilities of areas that could improve my wealth. His passion for education and friendly personality makes it very easy to ask questions and receive advice from. I highly recommend Daniel for his expert advice."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"With my current medical condition Danial went out of his way to visit me in my own comfort zone and explain in great detail and also leave booklets for me to look over his advice has grown my superannuation and both my wife and I are look forward to growing more business thru Danial and recommending him to friends"

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"DANIEL WAS FANTASTIC. He helped me sort out my super and insurances as well as helped me get my budget back on track. Throughout the process he explained everything to me so that for the first time, i'm confident in taking charge."

  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Daniel has given us advice on our Superannuation, shares and property Investment. He explained things in a very clear and understandable way. I feel Daniel has a sound knowledge of these things and I trust him 100% in pointing us in the right direction. He takes time to explain things fully."

  • Superannuation
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dan has given me very useful advice while running a small business. His experience in business and finance meant he could find a plan to suit my needs and explains things clearly. He has a wealth of knowledge and is great with communication, I highly recommend his services."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It is clear to me, Daniel is very passionate about giving the best service to his clients. He takes the time to explain things in detail, answer all questions you have and opens up multiple options while fully explaining them to enable you to make an informed decision about your financial future."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Daniels knowledge and integrity on anything finacial is amazing. He is also not bias and very easy to understand. He will present options and give you all the information required to make any decision easy. I reccomend his services to my friends."

  • Insurance Protection
  • Socially Responsible
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2018

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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