Daniel has given me a lot of advice on super, mortgage, investments and general financial well being. He always calls to talk through his advice and follows up with emails. I'm confident that he is very knowledgeable and gives me the best options for my situation. He gets in touch when anything changes and he's always available whenever I need help or have questions.
Daniel has provided ongoing advice across a wide range of products and services, not limited to but including investments, superannuation, loans & tax . We feel extremely confident with Daniel's advice and would not hesitate to recommend his services. He is extremely diligent and a professional and prompt communicator.
“Daniel provided a supportive and educative experience. He is a great communicator with a focus on establishing connection and understanding family needs. His was able to explain a variety of options to assist in financial growth and investment. Daniel was able to explain things to me in a clear way. Through Daniel's knowledge and experience, I feel very confident that the advice given was right for my family’s needs. I received Daniel’s full care and attention when I needed it.'
Daniel has given me advice in areas including self-managed super funds and structuring my share portfolio. Daniel was able to explain things to me in a clear way. Through Daniel's knowledge and experience, I feel very confident that the advice given was right for my needs. Daniel has been highly responsive and a pleasure to work with.
I approached Daniel with multiple questions that seemed very complex and confusing to me. He explained them, simplified them and then solved them. I’m now on track and couldn’t of done it without his help. I’m glad to have such a fantastic advisor on call whenever I need. Highly recommended young man
Trinity Financial Advisory9 Prince Patrick Street
Richmond, VIC 3121
- 8:30am – 5:30pm Monday – Friday
- In person
- Video call
- Adviser status Bronze
- Number of reviews 5
- First year providing advice 2018
- Years of experience 5
- Bachelor of Finance (Financial Planning and Finance)
Sentry Advice Pty Ltd