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Daniel Rose

Financial Aspects

Bronze
25 Yrs Experience
Geelong West, VIC 3218

Hi there, I have been providing individualised, thoughtful, and appropriate financial advice to all manner of clients for the last 20 years. I would love the opportunity to talk to you about the ways in which I can help you to achieve your financial goals in life, whatever they may be. Feel free to drop me a line any time. Daniel.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

At a glance

  • Adviser status Bronze
  • First year providing advice 2000
  • Years of experience 25
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Financial Aspects

Suite 4, Level 1, 184-192 Pakington Street
Geelong West, VIC 3218

Opening hours

  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Synchron Advice Pty Ltd

AFSL 243313