Daniel Twentyman

Surf Coast Wealth Management

Platinum
8 Yrs Experience
Torquay, VIC 3228
Surf Coast Wealth Management advises on strategies to protect, manage and strengthen our client's financial position while providing direction, clarity and support to avoid financial obstacles and their complexities. We work closely with our client's to help them realise their true financial potential giving them the confidence to pursue the life they dream. We offer our services strictly on a commission-free, fee-for-service basis. Our advice is fiercely non-biased. We put our client's objectives at the forefront of every conversation and strategy.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Surf Coast Wealth Management is a fee-for-service financial firm.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 24
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Business (Applied Economics)
  • Language spoken
    • English

Surf Coast Wealth Management

13 Grass Tree Ct
Torquay, VIC 3228

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892

4.85
24 Reviews
5
4
3
2
1
4.85
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 24

Sort by

5.00

"Twelve months ago we contracted Surf Coast Wealth Management to look after our Super and Insurances. During the onboarding, Daniel said that he would do everything he could to put us in the optimal financial position. Twelve months on and our returns have been stella, we have saved 30% on the cost of our insurance premiums (~$3,600 in two years) and recently the firm deposited more than $1700 into our bank account after we refinanced through their preferred broker. It’s great to have found a firm with integrity and values."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Daniel Twentyman profile photo

Daniel Twentyman responded on November 2021

"Thanks Michael. I'm glad that we've been able to achieve such results in a relatively short period. I'm looking forward to our continued relationship and seeing the outcomes of our strategies."

4.75

"Daniel was a very professional advisor, provided easy to understand advice with sound rationale."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Daniel has given me advice in on retirement pension products and managing debt. Daniel was able to explain things to me in a clear way. Through Daniel's knowledge and experience, I feel very confident that the advice given was the right for my needs. I received Daniel's full care and attention when I needed it."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was referred to Daniel by my Mortgage Broker after taking a voluntary redundancy. It was the first time that I had engaged a financial planner and I found him to be extremely attentative and knowledgeable about my financial needs. He expertly helped me navigate my complex superannuation, life insurance options, budgeting and future financial needs. I have great trust in him and look forward to many years of partnership in wealth management and growth."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Daniel has given me advice in areas including insurance, superannuation and managing my investments. Daniel has extensive understanding of markets was able to explain things to me in a clear way. Through Daniel's knowledge and experience, I feel very confident that the advice given was right for my needs."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Recently we have had the assistance and guidance of Surf Coast. Daniel Twentyman listened to our needs and wants for ours and our children's future. I can't thank him enough for making this such an easy and understandable process. Dan's knowledge, experience and professionalism was much apprecited through this entire process and continual guidance. Thank you so much Dan."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I got onto Dan after the sale of my home, His knowledge in finance and planning for the future is A+. Not knowing much about financial planning myself, Dan kept it simple in a language I could easily understand . Dan had all my bases covered in regards to super,insurances,TPD etc. Dan made it simple and is always easily to contact for advice. Couldnt recommend Dan enough..."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I would highly recommend Dan to anyone interested in improving their financial future. He is passionate about what he does and genuinely wants to get the best possible outcome for his clients."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Daniel has a clear communication style that cuts through the confusing world of financial management. Through a series of conversations, Daniel developed tailored options which greatly improved my insurance cover, maximised my super and helped me plan for the future. Daniel offers a unique no commission fee model which sets him apart from the financial advisers now feeling the wrath of the Banking Royal Commission."

  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Being the ripe old age of 23, Dan was easy to talk to and able to explain everything really well. We set up my super, an investment account, as well some insurance (life, tpd, trauma, income). I'm very happy with the setup and his continued interest in maintaining it."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2013

Diploma of Margin Lending

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2013

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Bachelor of Business (Applied Economics)

Level
7 - Bachelor Degree
Institution
Victoria University (VU)
Completed
1999

Professional Memberships

Profession of Independent Financial Advisers (PIFA)

Membership type
Associate
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