Daniel Carter

RetireInvest Brighton

20 Yrs Experience
Somerton Park, SA 5044

Hello! I’m Daniel Carter and I’m a Financial Adviser that specialises in working with clients in the pre-retiree and retiree stage of life.

I have over two decades of experience in retirement planning, tax minimisation, portfolio management, cash flow modelling and maximising Age Pension entitlements.

I am based in Glenelg, Adelaide, but I also work online with clients from all over the country. I work with a small number of clients to enable a personalised, high quality service.

I hold numerous Financial Planning qualifications including the Graduate Diploma of Financial Planning and I am a member of the Financial Advice Association Australia (FAAA).


Away from work I love spending time with my wife, son and border collie and I also enjoy golf, mountain and road biking, swimming and running.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.96
  • Number of reviews 18
  • First year providing advice 2003
  • Years of experience 20
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

RetireInvest Brighton

212 Brighton Road
Somerton Park, SA 5044

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by


AFSL 238429