Since beginning his career in financial services in 2004, Daniel has gained experience well beyond his years, particularly in the areas of estate planning, personal & lifestyle protection, and business continuity planning.
Daniel's technical proficiency allows him to look into potentially complicated situations and find the best possible outcome for his clients. This, combined with the relationships Daniel has fostered within the financial services industry allow him to remove many of the hindrances that can prevent a client from achieving their financial goals.
Daniel enjoys spending time with his wife and three daughters, and can often be found on or near a car racing track.
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When looking to engage a new client, I will meet with them first to ensure my team and I can deliver value before offering our services. If I believe we can offer enough value to justify a fee, I will offer you an Engagement Agreement Letter, where the proposed fees and services will be disclosed upfront so there are no surprises.
Daniel looks after our SMSF for us, giving us regular updates on advised changes to our portfolio. Everything is explained clearly and questions are always answered with thorough knowledge of the topic. Assistance is often offered in other areas of future planning.
Daniel gave us very good advise in regards to our SMSF, he was knowledgeable & answered all our questions very honestly.
Very impressed with everything he has done for us
Daniel has a wealth of knowledge and expertise that he is so willing to share (and develop) with clients. He goes over and above to ensure his clients have a secure foundation in every area of finance.
- Adviser status Gold
- Number of reviews 41
- First year providing advice 2011
- Years of experience 12
- Advanced Diploma of Financial Planning
C A Hill Financial Services Pty LtdSuite 1, 149 Great Western Hwy
Kingswood, NSW 2747
- 9:00am – 3:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
- In person
- Video call
Insight Management Partners Pty Ltd