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Daniel Harris

Grimsey Wealth Pty Ltd

Bronze
9 Yrs Experience
Carlton, VIC 3053

Daniel Harris is a Senior Adviser and the Head of Wealth VIC at Grimsey Wealth, responsible for guiding complex family groups through the stewardship, protection, and long-term transition of their wealth. With more than a decade of industry experience, Daniel is recognised for his measured leadership, strategic clarity, and strong technical capability across high-net-worth advice.

Daniel works closely with families navigating multifaceted financial decisions, including those transitioning from business ownership or distinguished professional careers into capital-funded retirement. His clients value his ability to translate complexity into clear, considered strategies supported by rigorous modelling and a long-term perspective. As a trusted adviser, he plays a central role in shaping the experience for affluent families seeking a refined and deeply coordinated advice partnership.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2017
  • Years of experience 9
  • Highest qualification
    • Master of Finance
  • Language spoken
    • English

Grimsey Wealth Pty Ltd

Ground Floor West, 32 Lincoln Square N
Carlton, VIC 3053

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Grimsey Wealth Pty Ltd

AFSL 293334