Dan Fletcher has extensive experience both in the financial planning industry and in business. He has spent almost 15 years as a Financial Planner offering advice to individuals as well business clients and their associated entities.
Prior to pursuing a career in Financial Planning Dan was involved in retail Banking, a career path which culminated in his appointment as a Branch Manager at a young age. His successful career as an employee spanned 18 years with the same employer: Westpac Bank.
Dan was one of a select group of Westpac planners who were invited to become self-employed utilising the Magnitude Dealer group to establish his own specialist practice based in Emerald in 2007.
His background in Banking and Finance and his specialist Financial Planning knowledge and qualifications have been key attributes in the delivery of value to his clients. His longevity and success in the industry are testament to his level of professionalism as well as his adherence to the highest ethical standards. Dan has resided in Central Queensland his whole life and is committed to the region, its communities and residents.
What Qualifications And Professional Memberships Does Dan Have? Dan is a Certified Financial PlannerTM or CFP® Practitioner. He also holds an Advanced Diploma of Financial Services and is a member of the Financial Planning Association of Australia Limited.
I found it a stroke of luck to meet Dan. I found that he could take our situation and find many ways to improve our financial plan. His knowledge of running a business in the Central Highlands was useful and offered invaluable insights with obvious understanding of our rural property. I think it's wonderful to meet someone who can talk about important and complicated issues - in just normal language!
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2000
- Years of experience 22
- Certified Financial Planner (CFP)
- Graduate Certificate in Corporate Management
Altitude Wealth SolutionsSuite 1, 89 Egerton St
Emerald, QLD 4720
- 9:00am – 5:00pm Monday – Friday
Viridian Advisory Pty Ltd