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.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Bronze
- First year providing advice 2018
- Years of experience 7
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Horizon Wealth Partners
65 Henley Beach RdMile End, SA 5031
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323