Dan Rickard

Financial Professionals

Bronze
4 Yrs Experience
Bundall, QLD 4217

I am a Financial Adviser passionate about the modern era of financial advice. I am an advocate for continual learning and hold the highest education standards in the profession.

I’m fortunate to be based on the Gold Coast, though I have clients throughout Australian and in over 10 countries around the world. I encourage you to get in touch from wherever you are.

I pride myself on providing financial, taxation and investment advice that is tailored to your specific needs so I can help you achieve your full financial potential. In order to do this, I aim to understand you like you understand you, which can only be achieved through long-standing; open and honest communication.

I am fortunate to work for a self-licensed established company, that provides me with the resources, flexibility and a wealth of experience to ensure I have the unhindered ability to help my clients.

If you would arrange an appointment, feel free to email me at daniel@finprof.com.au or call me on (07) 5555 5400.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Financial Professionals

Ground Floor, Suite 2, 140 Bundall Road
Bundall, QLD 4217

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Investment Professionals Pty Ltd

AFSL 234525