Dan Fletcher

Altitude Wealth Solutions

Gold
22 Yrs Experience
Beenleigh, QLD 4207
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Certificate in Corporate Management
  • Language spoken
    • English

Altitude Wealth Solutions

48 Kokoda Street
Beenleigh, QLD 4207

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Viridian Select Pty Ltd

AFSL 515762

5.00
1 Review
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Clear communication
5.00
Knowledge & expertise
5.00
Customer care
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5.00

"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!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2006

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Diploma of Financial Advice

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2004

Graduate Certificate in Corporate Management

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
1998

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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