Daniel was approachable and able to help us navigate through a significant change to our circumstances. He was prompt and accurate in all advice we received and continue to receive.
Daniel was extremely helpful in reviewing my position and implementing a new strategy around my insurances after the change in my circumstances. He was able to navigate my unique situation and understand what was needed.
Daniel is conceited, narcissistic and from my horrible experience has interest in the welfare of his clients, he is solely concerned with his own performance. I cannot recommend more strongly to have nothing to do with this man. I found him to be a blot on the profession. He will throw you under the bus so he can get ahead.
A great adviser with the ability to relate complex strategies in simple terms. Easy to talk to.
Daniel is always helpful and goes the extra mile.
Msi Taylor Wealth Management Pty LtdThe Rocket, Level 10, 203 Robina Town Centre Dr
Robina, QLD 4226
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2008
- Years of experience 15
- Graduate Diploma - Chartered Accountant Program
Fortnum Private Wealth Ltd