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.
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.
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.
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.
Daniel is always punctual, dependable & understanding of my situation.
I find that Daniel is always punctual, respectful & honest. He always listens to me with an understanding & caring attitude. Daniel always explains to me my options with investments & with such a way to easy understand. I highly recommend Daniel for all one’s financial advice with confidence.
- Adviser status Platinum
- Number of reviews 18
- First year providing advice 2003
- Years of experience 20
- Graduate Diploma of Financial Planning
RetireInvest Brighton212 Brighton Road
Somerton Park, SA 5044
- In person
- Video call