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Daniel Viola

Blueprint Wealth

Bronze
19 Yrs Experience
South Perth, WA 6151

Daniel is a Certified Financial Planner® who has been working in the financial services industry since 2006. Providing a highly personalised level of service, Daniel works with his clients to define their needs and goals, then delivers strategies that will ensure his clients successfully implement their financial plan. Daniel has a very open and honest approach and builds strong, long-term relationships with his clients.

Daniel holds a Bachelor of Commerce Degree from Curtin University majoring in Financial Planning and Economics.

Daniel is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited and is a member of the Financial Planning Association of Australia.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Bronze
  • First year providing advice 2006
  • Years of experience 19
  • Highest qualification
    • Bachelor of Commerce (Economics and Financial Planning)
  • Language spoken
    • English

Blueprint Wealth

Suite 1, 23 Richardson Street
South Perth, WA 6151

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Akumin Pty Ltd

AFSL 232706