Daniel Sharp

Warrington Scott Pty Ltd

Platinum
19 Yrs Experience
Bondi Junction, NSW 2022

Recent reviews

Warrington Scott Pty Ltd

Level 13, Westfield Tower 2, 101 Grafton Street
Bondi Junction, NSW 2022

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 15
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Licensed by

Warrington Scott Pty Ltd

AFSL 478958

4.75
15 Reviews
5
4
3
2
1
4.60
Clear communication
4.60
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 15

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4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"DANIEL SHARP IS A VERY HONEST AND HARD WORKING MAN WHO MAKES EV ERY EFFORT POSSIBLE TO MAXIMISE MINE AND MY WIFE'S INVESTMENTS. HE GAVE ME HIS MOBILE AND WORK PHONE NO. SO WE CAN TALK TO HIM ANYTIME. 5 YEARS AGO HE CHAGED A SMALL INITIAL FEE[A FRACTION OF A BANK'S FEE] AND WE FEEL THAT HE IS VERY TRUSTWORTHY"

  • Clear communication
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  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Daniel is a lovely man to deal with and I feel that he has our best welfare at heart. He seems to have his finger constantly on the 'financial pulse' and I am very confident that he is competent and performs for us exactly according to our needs! I would reccomend him without hesitation to anyone!!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Daniel is always available to provide advice plus, he keeps me up to date on the performance of the investments."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always find Daniel very interesting with his knowledge of world markets/affairs. His advice has been very good and i am perfectly happy to follow his ideas"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"not only is Daniel's advice sound, he listens to what I want and is responsive to my overall preferences in framing that advice. his company's administrative systems are effective, and all of his staff are pleasant and cooperative to deal with."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

Qualifications & Training

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
Australian National University (ANU)
Completed
1988

Master of Financial Planning

Level
9 - Masters Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2007

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1998

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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