Nothing makes you feel alive like being forced to face your mortality. At a relatively young age, I was put in that situation on two separate occasions. I have chosen to see those events as a blessing as they taught me how finite our time is and therefore how important it is to make the most of every moment. I try to remind myself of this on a regular basis and keep that motivation with me in both my personal and work life.
I am passionate about creating the space to have the right work-life balance whether it's taking the time to go for a surf, taking our kids on a camping adventure or simply having a few quiet moments to reflect on what’s truly important. When I look back on my life, I want to be able to say I did what I loved doing as much as possible and made every minute count!
At a young age, my dad instilled in me the importance of Integrity and always holding true to your word. He used to say that “one’s good name is one of your most valuable assets” This is a principal that I have always held dear even more so in my position of trusted adviser to my clients.
I have been actively engaged in guiding my clients and connections to make better informed financial decisions for over 14 years. I believe that financial literacy does not need to be complicated, it comes down to a willingness to invest in your financial future, understanding the options that are available and committing to the ones that resonate most.
Every day I get to connect and engage with amazing people, I get to hear their stories and get to understand what it is that’s important to them. Often through these conversations, new possibilities are opened up and new goals are set, highlighting what is possible and helping guide my clients to take better control of their financial futures is by far the part I love most about my chosen career.
We are happy to discuss alternative fee arrangements for clients looking for long-term advice strategies.
I have been with Daniel since he started, when he took over my portfolio from my old financial adviser. Daniel and his team have always been there when needed, especially when my wife passed away. It was very comforting to have them take on the life insurance claim in such an upsetting and sad time. He has now advised me where to invest the payout according to my needs and changes in my circumstances. We have regular updates and chats to keep up with changing times here and around the world.
My wife and I are new clients of Daniel, although through our time and experience with Daniel, we've felt like we've know him for years. Nothing is too difficult and Daniel always ensures he takes the time in explaining complex scenarios to us by simplifying it as best as he can. He's always prompt in returning his phone calls and has no hesitation in setting up a meeting for a longer duration if the need arises. For the short time we've known Daniel, we feel very comfortable with him as our financial adviser and certainly have no hesitation in recommending him to anyone that is looking at changing their current financial adviser or looking for someone new.
Daniel is been very knowledgeable and approachable. He ensured we had all the information and answered all questions in regards to the changes we were making to our financial situation.
Daniel has been very helpful and is always offering his time to give the best advice possible.
In all my dealings with Daniel, I have found him to be expert authority on investment opportunities and strategy as well as being very personable. The key area where Daniel differs from other financial planners, in my opinion, is the level of care he takes when either dealing with your investments or asset protection. He is very passionate about what he does and is always looking to make sure his clients are well looked after.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2001
- Years of experience 21
- 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