Dan Clarke

Priority Advisory Group

Bronze

7 Yrs Experience

Chatswood, NSW 2067

About Dan
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I started my career in financial planning in Canada and decided I wanted warmer weather, I moved to Australia in 2018 after travelling across Asia, North America and Europe. I eventually joined Priority Advisory Group in Sydney in 2020.

I completed a Master of Physics degree at Manchester University in 2014 and when I arrived in Australia I completed a Diploma and Graduate Diploma in Financial Planning.

I find great satisfaction in delivering impactful and valued advice designed to enhance clients’ lifestyles.

I can advise across a broad range of topics and have developed a particular specialty area in Aged Care Financial Advice.

Alongside my work as a financial adviser, I am currently Head of Advice at Priority Advisory Group where my role is to lead a team of advisers to deliver high quality advice to our clients.

When not working I enjoy being outdoors. I'll often be on the trails and cliffs of the Blue Mountains running or climbing, or at the beach with a good book.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Complex Investments
Tax Strategies
Growing Assets

We charge a flat upfront advice fee for initial advice and for clients who require it, an ongoing advice fee. We do not receive commissions on investments products, payments from referral partners and are not aligned to any particular provider.

Each advice fee is bespoke, tailored to a client’s specific needs and situation.

the fee is based on the services provided and complexity of each client.

If you choose not to proceed to advice after our first meeting, we charge a fee of $450+GST to cover our expenses.

5.00 July 2025

After previously feeling complete overwhelm with financial planning and therefore trying to do mine myself, I was fortunate to find Dan - and for that I'm very grateful. Dan explains things easily, clearly, and over and over again if need be! His genuine care and interest in doing what's right both for me and by me is clearly evident. He is very reassuring and explains varying options, enabling me to make confident, conscious and ethical decisions. His generosity of time prior to me officially becoming a client was also brilliant, in that he took the time to give a lengthy, online chat about where I'm at, listening to my concerns and thoughts and 'what ifs', and from there he outlined what my options currently were at the time, what my options could be, and the general "where to from here"... essentially giving me good reason to go ahead and become a client - he was clear in a very viable financial plan for me, leading into retirement. There are options for tapping into his, and his admin's services as and when needed. Being from regional Australia, and 5 hours drive away, Dan is available for zoom chats and appointments etc, and he also makes himself available and meets for times when I am in Sydney to go over things face to face if possible. Thanks so much Dan for helping me, and for giving me the confidence I needed, and for reassuring me that if I invest well now, I won't be on Home Brand, and Clean Skins for life!

Cheers, Kate

5.00 February 2025

Dan provided a friendly and comfortable first consultation in which he gathered information and developed an understanding of my current situation, financial concerns and long-term financial goals. Dan's clear communication made complex concepts easy to understand, empowering me to ask questions. Following consultation with me, Dan created a tailored financial plan focusing on my goals, including retirement security and future lifestyle expenses. Importantly, Dan was transparent about his fees, which built trust. I highly recommend Dan to other women, as his personalised approach made financial planning to achieve financial stability so much less daunting. In collaboration with Dan, I have increased my financial knowledge and confidence in my financial future, which has been crucial to my peace of mind.