The Sutherland Shire's most comprehensive, personal and outcomes focused Financial Planning and Advice service for individuals, small business owners, and executives.
As a client of Jigsaw Financial Planning, you won’t get the latest product or investment. You will get clear advice on how to maintain and improve your standard of living now and into the future.
This is achieved through good forward planning and utilising years of experience to design, implement and manage a strategy that maximises all opportunities available to you.
We provide peace of mind to ensure that whatever happens in your life, the strategy can remain consistent and focused on your needs without the worry of your adviser changing at a critical stage.
I am supported by a team of administration, client service and technical staff but I maintain overall direction of your work and am your key ongoing contact. I have over a decade of experience in developing retirement plans, superannuation strategies and investment solutions for my clients. I work in partnership to improve clients’ financial lives both now and in the future.
Prior to becoming a financial adviser, I worked as a Business Services Accountant. At Jigsaw Financial Planning we aim to be the most personal, comprehensive and highest quality financial planning advice provider in the Sutherland Shire, without the conflicts of interest inherent in our industry.
We generally work with clients on a long-term relationship basis but can provide one off strategic advice when required. We are conveniently located in Menai Marketplace in the Sutherland Shire The first meeting is complimentary and will open your eyes as to what can be achieved through good financial planning advice.
I found Daniel to be extremely knowledgeable, informative and easy to work. He is very approachable and responsive.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2010
- Years of experience 13
- Bachelor of Commerce
Jigsaw Financial Planning NSW Pty LtdMenai Marketplace, Suite C03, Level 1, 152-194 Allison Cres
Menai, NSW 2234
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
JFP Adviser Services Pty Ltd