Dan Marks

Dp Wealth Advisory Pty Ltd

5.00
1 Review
Bronze
22 Yrs Experience
Toowoomba, QLD 4350

I am an Accredited Aged Care Professional and specialise in helping retirees and their families work through the complexity of the aged care system.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Wills & Estates

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 1
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualifications
    • Diploma of Financial Services
    • Diploma of Financial Advice
  • Language spoken
    • English

Dp Wealth Advisory Pty Ltd

Level 1, 140 Margaret Street
Toowoomba, QLD 4350

Opening hours

  • 7:00am – 5:00pm Wednesday
  • 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday

Licensed by

Dp Wealth Advisory Pty Ltd

AFSL 277493