I believe good financial health is a cornerstone to overall health and happiness. Bringing 15 years of experience from previous roles in banking, superannuation, and financial advice, I hold a strong passion for education and increasing the financial literacy of my clients, breaking down jargon and complex concepts into easy-to-understand terms the everyday person can understand.
I pride myself in providing holistic advice to clients when planning for their future, ensuring they have confidence in reaching their short and long-term financial and lifestyle goals through a combination of technical expertise with personal attention for clients.
Through this experience I can help you develop a financial plan based on YOUR needs and financial goals and guide you on how to achieve them. I provide both ongoing and one-off advice depending on your goals and needs with no sales pitch or pushing, just honesty and transparency.
A member of the Financial Planning Association of Australia, I hold a Master of Financial Planning, Bachelor of Business and Economics, and an Advanced Diploma of Financial Planning and have successfully passed the national financial adviser exam to meet and exceed the new industry standards.
Outside of work I enjoy spending time with my newborn twins, and when I get a rare spare moment, I enjoy good food and wine, love to travel and explore new destinations and a variety of sports, having recently taken up golf.
We came to Daniel following a referral from family after speaking to two other advisers we weren’t sure about or comfortable with. We found him to be very genuine and interest in us and what we needed, not pushing a product or solution. He explained things in simple terms and ensured we understood more than enough to be comfortable and happy to proceed with advice and listened to us and what we wanted from the process. We liked the transparency he provided around the service and what he was able to provide. We got a plan for one off advice at this stage as we are building wealth and will certainly be back to see him closer to retirement for further and likely ongoing advice.
We have used financial planners for decades and Daniel has been the best in explaining investment and financial concepts clearly and effectively. We felt we can understand the discussion better with him than previous advisers and felt he cared and was interested in us. He is very honest about advice being in our best interests and when the cost of advice is no longer appropriate, we are grateful for this.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2018
- Years of experience 5
- Master of Financial Planning
PSK Private WealthLevel 1, 89 King William St
Kent Town, SA 5067
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Psk Advisory Services Pty Ltd