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
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Bronze
- First year providing advice 2017
- Years of experience 9
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Highest qualification
- Master of Finance
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Language spoken
- English
Grimsey Wealth Pty Ltd
Ground Floor West, 32 Lincoln Square NCarlton, VIC 3053
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Grimsey Wealth Pty Ltd
AFSL 293334