Daniel Nel

Tribeca Financial

Bronze
14 Yrs Experience
Hawthorn, VIC 3122

Greetings! My name is Dan, and I am a financial adviser authorised to provide financial advice in both Australia and South Africa.

I hold two Post Graduate Diplomas in Financial Planning, as well as an Advanced Postgraduate Diploma in Investment Planning with a specialisation in asset types and portfolio planning.

As someone with specialised knowledge of Australian and South African financial systems, I provide tailored advice to help individuals navigate the unique challenges of cross-border financial planning. I am passionate about helping my clients achieve their financial goals and make informed decisions about their future.

Thank you for taking the time to view my profile on Adviser Ratings. If you are interested in learning more about my services and how I can help you achieve financial success, please don't hesitate to contact me.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Postgraduate Diploma of Investment Planning
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Tribeca Financial

Level 1, 110 Church St
Hawthorn, VIC 3122

Opening hours

  • 8:30am – 5:00pm Monday – Tuesday, Thursday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

My Dedicated Advisory Pty Ltd

AFSL 485683