Danny Xi

Eleven Edge Financial Planning

Gold
15 Yrs Experience
Yarraville, VIC 3013
Danny has over 21 years experience in the financial planning profession, having started back in year 2000. Towards the later part of his career, Danny pursued his passion to build a leading edge financial planning practice, to provide advice that simply made sense. Inspired by his younger brother and several of his senior mentors, he decided to step away from the corporate world and established Eleven Edge Financial Planning in March 2013. His core values are to focus on the genuine needs of the client's financial welfare, irrespective of the client's net worth. The advice provided is strategy driven, easy-to-understand and most importantly, provides his clients the freedom and confidence to make smarter decisions about their money. Danny holds a Bachelor of Business degree from the Royal Melbourne Institute of Technology (majoring in Financial Planning) and has achieved CFP® status (Certified Financial Planner), which is the highest professional designation awarded by the Financial Planning Association of Australia (FPA). Outside of work, Danny enjoys spending time with his family and friends. He was raised in a loving and hardworking family of 6 kids, where mum and dad migrated to Australia as refugees in search of a new beginning. Danny became a first time father in 2015 and is enjoying every moment of parenthood. Together with his wife and daughters, they enjoy walking the family dogs, fresh food shopping at South Melbourne market, eating out at their favourite local restaurant and spending quality time with immediate families who live just around the corner. To stay active, Danny takes part in indoor soccer every Thursdays and has recently taking up snorkeling on weekends. If you think Eleven Edge Financial Planning can help you, why not give the office a call today to book an appointment.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

You’re unique and so is your financial situation, which is why we don’t believe in one-size-fits-all pricing for professional financial advice. Once we know what your needs are, we take you through our pricing upfront and before any work is started. No surprises. We believe in good value for money, which is why our prices are based on: 1. A flat fee-for-service arrangement, not a percentage of your wealth 2. Advice that is free of commissions (across all super, investment and insurance) 3. The complexity of your situation and the time required to provide you with quality financial advice that you can trust.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Eleven Edge Financial Planning

Suite 1, 260 Whitehall St
Yarraville, VIC 3013

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

Sort by

5.00

"My partner and I saw Danny as we had no idea what to do about planning for our future. Seeing Danny gave us clear, easily understandable strategies that we could put in place right away. Having just had our 1 year review and seeing the changes in our financial position thanks to his help, I'm confident that he gave us the right advice for our situation. He and his team have been attentive and helpful, I cannot recommend them highly enough."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Danny has given me advice in areas including superannuation, tax, retirement planning and budgeting. Danny always explained details to me in a clear way. Through Danny's knowledge and experience I feel confident that the advice given was right for my needs. I always received Danny's full care and attention when I needed assistance. I would recommend Danny Xi to anyone needing financial advice."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2006

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2003

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Danny's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Danny able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Danny's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Danny to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Danny?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Danny provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Danny may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Danny Xi
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens