Thank you for viewing my profile, I am a experienced International Financial Adviser, having worked in both the Australian market and also mainland China, where I served on the Australian Chamber of Commerce’s Financial Services Committee for Shanghai and also on the Committee for St James Place Charitable Foundation, where we raised millions of dollars towards great causes, such as funding orphanages in China and helping underprivileged children receive life saving heart surgery. I hold a Masters of Applied Finance with a double major in Investment Analysis and Corporate Finance.
I have a demonstrated history of working at a high level in the financial services industry. Skilled in a range of Securities Analysis, Investment Advisory, Sensitivity and Scenario Financial Modelling, Risk Management, and Investment Management. Whether you are a client seeking a traditional Strategic Asset Allocation (SAA) or Outcome-Based Investing (OBI) approach, I am committed to doing what is best for our clients, most of whom are self-funded retirees, professionals, executives, or small business owners. I operate under a 100% independent advisory model set out by ASIC and accept no referral fees or commissions from 3rd parties and have a complete fee for service structure. That means a strong adviser-client relationship, supported by extensive resources and experienced financial advisers with expertise in a wide range of wealth management disciplines.
In the past I have worked in the Australian Army Reserve as a Finance Clerk, responsible for auditing and compliance of Army public and non-public monies, but I am currently inactive. I am also a sworn in Certified Justice of the Peace.
In the nearly three years that Darren has been acting as our financial adviser, he has been very helpful and his advice always make sense.
He has been patient in his explanation when changes need to be made and we are very comfortable acting on his advice.
Wendy and I are completely satisfied with Darren's commitment to our super fund and his communication with us on any amendments required to our fund..
Darren is a trusted adviser, available when I need to speak to him with sound advice. As well as that he is a good bloke!
Darren is a great communicator, very knowledgeable in providing up-to-date, reliable financial guidance. Darren has assisted me with setting up my SMSF recently. I have found him a very approachable person, taking time to explain complex financial matters, whilst always considering my circumstance and future. I trust him, and look forward to a long association with Darren. I am completely satisfied with the service and advice of Darren and team. and would highly recommend him to others requiring a trusted financial adviser.
Darren is an extremely knowledgeable adviser who makes carefully considered recommendations. We have been completely satisfied with the service Darren has given and the performance of our Super since he took over as our adviser.
- Adviser status Platinum
- Number of reviews 53
- First year providing advice 2011
- Years of experience 12
- Master of Applied Finance
Retirewell Financial Planning Pty LtdSuite 6A, Level 6, 79 Adelaide Street
Brisbane, QLD 4000
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call
Retirewell Financial Planning Pty Ltd