Daniel Boote

The Hopkins Group

Gold
16 Yrs Experience
Melbourne, VIC 3000

Recent reviews

The Hopkins Group

Level 23, 500 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 8
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Licensed by

Sentry Advice Pty Ltd

AFSL 227748

4.85
8 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—8 of 8

Sort by

4.00

"Hi Daniel , my review is fair and honest. Mate , I am still waiting on my Super REVIEW Plan - don't understand why this has taken so long. I am considering leaving and joining another Super financial provider. Please get on with my review and finalize my new super plan. Disappointing this has taken so long.. Thankyou Rob"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Daniel is always so very helpful and kind-hearted. I would recommend him to anyone who needs advice . Thanks Daniel for your guidance and support"

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Daniel Boote has provided us advice on all aspects of retirement planning. He recommended & guided us to establish our self managed superannuation fund; along with advice on investments and portfolio strategies. Over fifteen years Daniel's probity has been without question, trustworthy & knowledgeable, providing excellent advice and service. His communication skills and ability to present complex financial concepts, legislative and legal requirements and obligations along with regular reviews and timely adjustments has been exceptional. This has lead us to have confidence in our well informed understanding of our financial choices with excellent outcomes."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Daniel has always delivered his advice in a clear, always easy to understand, prompt and friendly manner. I always feel confident with his advice after our meetings and know if I need to get in touch at any time Daniel is always available."

  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I always feel very confident with Daniel he explains things very clearly and the advice he has given has been very relevant to my needs I always feel that I have his full care and attention, he is always very connected to my needs"

  • Self Managed SuperFunds
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We appointed Daniel around 12 years ago to provide his professional advice for our SMSF. We retired 11 years ago and our SMSF has performed to perfection. We still have around the same amount today as we started with 11 years ago. Fortunately for us that we had enough in our super fund to provide us a very good and full filling life style."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Daniel was recommended to us by our friends back in 2010. At the time we were needing advice on how to build a portfolio that would not only give us an income for living expenses, but would also allow us to take advantage of potential investment growth. Daniel has proved himself to be proficient in both of these needs for us for the last 10 + years. In particular, Daniel explained how a Self Managed Super Fund worked and found us a product that suited our style of investing, for which we are eternally grateful. Daniels knowledge and expertise are top notch!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Daniel has always given me sound advice regarding my self managed super funds and creating a portfolio of investing in shares etc. I can only say he is a man of great knowledge for his age and always gives me honest and practical advice to give me security for the future years ahead. I always feel completley at ease, and he explains things that I can understand and not feel overwelmed in an area that I am not always confident in when it comes to feeling safe where my money is invested. I would always fully recommend him to anyone wanting honest straight advice in an often complex area."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2007

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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