Daniel has been with Coastline Advice since 2017 where he worked closely under practice principal Darryn Jacobs in an associate role, before moving into his current role of Financial Advisor in 2019. Having worked with a large variety of clients, Daniel is experienced across a large range of different scenarios & client circumstances to help his clients understand what is important for them and how best to setup their affairs to achieve their goals.
Daniel likes to take the approach of having a good balance, ensuring lifestyle goals in the short term are met, whilst also having an eye on the future to ensure clients are also able to achieve their long term goals as well. Through this approach it enables his clients to feel comfortable and confident about where they are today and also where they are going to be in the future.
Expertise
My fees
We are happy to discuss our fee structure in our initial consultation or prior
At a glance
- Adviser status Silver
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Bachelor of Commerce (Financial Planning and Management)
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Language spoken
- English
Coastline Advice
Suite 01, 108-110 Surfcoast HighwayTorquay, VIC 3228
Opening hours
- 9:00am – 6:00pm Monday – Friday
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706