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Daniel Callaghan

HESTA

Gold
13 Yrs Experience
Brisbane City, QLD 4000

I am a Certified Financial Planner with over 18 years’ experience in financial services. I joined HESTA in 2014 and am dedicated to guiding HESTA members and their families through the process of defining and then putting in place the road map to achieve their short, medium and long-term financial goals.

I sincerely believe that quality financial advice should be available to everyone regardless of age, income or bank balance. Every client is unique in their situation and aspirations, and a financial plan needs to be tailored as such.

I have expertise in Budgeting and Debt Management, Wealth Creation (inside and outside of super) and Retirement Planning (including Centrelink optimisation). I have assisted hundreds of HESTA members and their partners to achieve financial security and live a comfortable retirement.

As the father of two young children, as well as the son of two retired parents, I fully understand the benefits of planning for the future, whilst also understanding the need to make the most of life in the present.

At a glance

  • Adviser status Gold
  • First year providing advice 2012
  • Years of experience 13
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

HESTA

Level 8, 120 Edward St
Brisbane City, QLD 4000

Licensed by

HESTA

AFSL 235249