Confronting my mortality not once, but twice during my youth has profoundly influenced my perspective on life, teaching me to cherish every passing moment. Rather than surrendering to fear, I've chosen to perceive these experiences as transformative blessings, fuelling my drive to make the most of each day in both my personal and professional endeavours.
Striking the right balance between work and personal life is a top priority for me. Whether it involves going for a surf, taking my kids on a camping trip, or engaging in quiet introspection, I actively carve out time to savour these simple pleasures. Looking ahead, my hope is to reflect back and affirm that I wholeheartedly pursued my passions and embraced every opportunity.
My ethical foundation was established early on by my father, emphasizing the paramount importance of integrity and the commitment to honouring one's word. His repeated counsel that "one's good name is one of your most valuable assets" has become ingrained in my character, guiding my role as a trusted advisor to my clients.
For over twenty years, I've been immersed in the complex world of financial advice, serving as a guiding light for my clients to navigate the complexities of financial decision-making. I firmly believe that financial literacy is not a mysterious skill, but a combination of a willingness to invest in one's financial well-being, a comprehensive understanding of available options, and a resolute commitment to embracing the most important choices.
The most rewarding aspect of my chosen career is the daily opportunity to make deep connections with exceptional individuals. Within their stories, I uncover narratives of resilience, ambition, and determination. Facilitating the emergence of new horizons and the crystallization of fresh aspirations during heartfelt conversations with my clients remains a source of deep fulfilment and continues to drive my professional journey.
We are happy to discuss alternative fee arrangements for clients looking for long-term advice strategies.
Thank you Dan - I really appreciate your availability about when we could meet, and your advice on superannuation saved me thousands of dollars. Look forward to continuing to use your excellent services to help me save and make money! Cheers David.
Daniel has provided a clear and concise financial path for me.
regular communication via his very capable Amanda Voster.
We had a great experience with Daniel and the team. Professional advice and guidance throughout the entire process. The team has always actioned and responded quickly to get things over the line. No such thing as impossible for Daniel, he is always capable of coming up with alternatives and tailoring the ideal solution to the client's profile and needs. Thanks Daniel and team!
I've been working with Daniel for several years now and he's been integral to me getting my superannuation in order, giving me a clear pathway on how to plan for my retirement. With me being a sole trader, he's also set me up with income protection insurance which gives me a little peace of mind in case of any unforeseen circumstances. More surprisingly, as it's not something you'd necessarily expect from a financial adviser, Daniel was a catalyst in me embracing a new healthy eating and fitness regime which is now an embedded part of my behaviour and has me feeling the healthiest I've ever felt in my life! He's also introduced me to a life-changing book or two which changed my whole perspective on life. Daniel is always looking at ways to challenge me, add value and help improve my financial literacy. I'd highly recommend his services to anyone who's looking for an astute and trustworthy financial adviser.
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2001
- Years of experience 22
- Master of Commerce
Onelife FinancialSuite 806 Level 8, 251 Oxford St
Bondi Junction, NSW 2022
- 9:00am – 6:00pm Monday – Thursday
- 9:00am – 4:00pm Friday
- In person
- Video call
One Licence Pty Ltd