I am an Accredited Aged Care Professional and specialise in helping retirees and their families work through the complexity of the aged care system.
Dan provided advice and explanations to ensure that the transition of my Father into aged care and financial arrangements to facilitate the funding of associated costs , with the 'change in life style' . Advice and options were provided in a accurate ,knowledgeable and clear manner. All options were able to be discussed and explained in clearly to me prior to making decisions. Dan also assisted with the consolidation of financial services to ensure that the best options were provided for my circumstances. Dan advice was professional , timely and accurate and clear.
- Adviser status Bronze
- Number of reviews 1
- First year providing advice 2000
- Years of experience 22
- Diploma of Financial Services
- Diploma of Financial Advice
Dp Wealth Advisory Pty LtdLevel 1, 140 Margaret Street
Toowoomba, QLD 4350
- 7:00am – 5:00pm Wednesday
- 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday
Dp Wealth Advisory Pty Ltd