Daniel Wilson

Daniel Wilson

Financial Adviser and Partner at Strategic Wealth

Daniel is a financial adviser passionate about working in the financial services industry and building close relationships with the people he works with.

As an Adviser with Strategic Wealth, Daniel completed a Bachelor of Commerce majoring in Financial Planning, Finance and Accounting with Deakin university in 2015. Daniel completed further studies in 2020 to achieve Certified Financial Planner (CFP®) designation from the Financial Planning Association of Australia (FPA).

https://www.linkedin.com/in/daniel-wilson-936a4491/

Strategic Wealth

Take a strategic approach to get there sooner...

Strategic Wealth provides astute investors with specialist advice and bespoke investment solutions.

Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals.

With unique industry-wide perspective, our insight and guidance enables our clients to build on their assets and create successful financial returns.

https://strategicwealth.melbourne/