Justin Daniel

Wealthfit Money Management

Silver
16 Yrs Experience
Mildura, VIC 3500

Recent reviews

Wealthfit Money Management

228 Deakin Ave
Mildura, VIC 3500

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 12
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Graduate Certificate in Applied Finance
  • Language spoken
    • English

Expertise

  • Financial Hardship
  • Redundancy

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.95
12 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"Justin provided detailed advice on a range of financial planning, insurance and investment matters. He was always clear and transparent with his advice and explanations and has continued to provide ongoing advice, thoughts and ideas."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great advice in a very prompt manner and always available on the phone or face to face. Justin was able to explain complicated things in a manner that was very easy to understand making a daunting process easy."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Justin’s knowledge is vast in all aspects of Money management. Whether it be Insurance, Shares, superannuation or any other product that he deals with. I’ve known Justin for a long time and would recommend him to anyone of which I have. Always returns calls and makes and goes out of his way to help in anyway he can. 10/10."

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

"Justin is very honest and reliable, he knows exactly what he is talking about and will only do what is in your best interest."

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

"Justin has helped us with our superannuation, financial and investment advice, tax planning and setting up our share portfolio. He explains things in a relatable and down to earth manner that makes, sometimes complex information, easy to understand. I have known Justin for a long time and the most important thing about Justin is his honesty. subsequently I trust his advice implicitly and know he has our best interests at heart."

  • Superannuation
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Justin was very helpful to my needs"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Justin has given me advice in areas including loan products, super funds and managing debt. Justin was always able to explain things to me in a clear way. Through Justin's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Justin's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Justin made things so simple for me to understand. It was evident from our first meeting my interests we’re at the forefront of what he did and the outcomes achieved reflected this."

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

"Justin has helped us keep our business afloat when we had an injury occur and I was unable to work, never thought I would actually need income protection, but we are so glad we had taken the time to let Justin help us set it up. And when we actually needed it , it couldn’t have been any easier.. Ben"

  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Justin has helped me immensely with all my finances, superannuation and all other financial matters He has a lot of knowledge in this field and will high recommend him to family and friends Sarah"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Wealth Creation & Preservation, Financial Planning Practice Mgmt, Investment & Portfolio Management

Level
0 - Training / Exam / Other
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2006

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Graduate Certificate in Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2014

Introduction to Fin Plan, Insurance, Social Sec, Super, Retire Plan, Law of Invest & Fin Markets

Level
0 - Training / Exam / Other
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2004
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