Daniel Wallace

Libertate Family Office Pty Ltd

Bronze
8 Yrs Experience
Brisbane, QLD 4000

Libertate Family Office Pty Ltd

Level 30, Waterfront Place, 1 Eagle Street
Brisbane, QLD 4000

Opening hours

  • 9:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 8
  • Highest qualification
    • Bachelor of Business (Finance)
  • Language spoken
    • English

Expertise

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

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

My one-off fees are charged on an hourly rate at $275/hr, with a minimum fee of $4500 for a full SoA. Ongoing fees are only charged under an MDA service, for which the fees are negotiated on an individual basis.

Licensed by

Libertate Advisory Pty Ltd

AFSL 498219