Daintree Wealth is premium Advisory firm that caters to discerning Professionals and Families looking to have engagement with their investments.
Daintree Wealth does this by understanding their interests, values, and priorities, in order to create tailored portfolios. We specialise in providing expert guidance and access to Sustainability-focused funds, ETFs, and Real Assets.
Unlike generic advice offerings, and scaled solutions that offer minimal engagement between investment security selection, and the end-investor, Daintree draws on a consultative approach, before tailoring portfolios that considers the ever growing Sustainable, ESG, and Ethical labelled product suite that can now be accessed. Daintree's Wholesale clients will also be able to participate in select alternatives and unlisted opportunities, as they become available, following extensive due diligence.
Expertise
My fees
Intial advice strategy and report fee $3,950
At a glance
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Adviser status
Bronze
- First year providing advice 2001
- Years of experience 24
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Highest qualifications
- Graduate Diploma of Financial Planning
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
Daintree Wealth
Tower 3, Level 24, 300 Barangaroo AveBarangaroo, NSW 2000

Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Finchley & Kent Pty Ltd
AFSL 555169
