Daniel Finnigan

Internexus Financial Planning P/L

5.00
2 Reviews
Silver
25 Yrs Experience
Crows Nest, NSW 2065

Recent reviews

Internexus Financial Planning P/L

Level 3, Suite 311, 460 Pacific Hwy
Crows Nest, NSW 2065

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Tuesday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

Sort by

5.00

"I have been a client of Daniel's for decades. He has been exceptional in advising from both a personal and business perspective. If you want your financial needs dealt with the professionalism he's the man for it. (you've struck gold)"

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very helpful"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Growing Assets

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1994

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
1993

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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