Daniel Carter

Turnkey Financial Consultants

Platinum

22 Yrs Experience

Rose Park, SA 5067

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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 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
Cashflow & Income
Tax Strategies
Growing Assets

4.50 January 2025

His knowledge and experience in spire great confidence. In selecting financial products and formulating investment strategies , he draws on a broad range of expertise to offer practical and actionable advice. Additionally, he is proactive in researching new fields related to my investments, providing reliable and well informed insights. His confidence, grounded in years of experience, combined with a commitment to staying up-to-date, sets him apart from other advisors .

5.00 November 2023

Daniel is very clear, concise and professional with his communication and knowledge of the required advice. He provides prompt responses to any needs and requests regarding my financial information. I would be ready to recommend Daniel as a Financial Adviser.

5.00 November 2023

Daniel is very approachable. He is always calm and measured, thus inspiring confidence. He is a good listener. He is always very well prepared for our meetings and follows up any queries very promptly. His advice has been valuable and appreciated by us.

4.75 November 2023

We have very much appreciated Daniels clear and concise explanations of our financial situation on retirement. He has answered all our questions and has been available to answer any queries or clarifications needed

Daniel has helped us navigate the Centrelink process and has clarified all steps required.

We would have no hesitation in recommending Daniel to others.

4.75 October 2023