Get to know financial adviser, Daniel Wright
Why are you in the finance industry?
Growing up on a farm and watching my parents’ budget and manage their finances on two pay cheques a year was something that instilled a deep respect for conservative and conscious money management in me.
What do you do outside of work?
I would describe myself as a footy tragic and over the past few years developed a love for hockey, which my wife & I manage to juggle with the care of our little one.
What do you enjoy about working at Heard Financial?
I have always been passionate about helping clients methodically prepare for the future and enjoy seeing the long-term difference that informed, sensible decisions make, as opposed to stock picking or punting on the share market. I love how the Heard Financial team strongly believes and actively pursues this mentality as well.
- Adviser status Silver
- First year providing advice 2018
- Years of experience 6
- Bachelor of Business
Heard Financial65 Henley Beach Rd
Mile End, SA 5031 Gardiner Hall Accounting Office, 33 Iodide St
Broken Hill, NSW 2880 Business Connect Hub, 138 Hindmarsh Rd
Victor Harbor, SA 5211
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
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