Daniel specialises in working with families and individuals to develop and maintain a tailored financial strategy based on an in-depth understanding of each client’s needs and objectives, the legislative environment and the wealth creation, tax management and structural options available.
As a Certified Financial Planner (CFP®), Daniel has a range of expertise including tax-effective wealth accumulation, superannuation, retirement planning, investments, SMSFs, defined benefit super and broader financial planning areas.
Daniel joined Evans and Partners in 2020 and has been with E&P Financial Group for more than ten years.
Daniel has a Bachelor of Commerce from the University of Melbourne, majoring in Finance and Economics and a Diploma of Financial Planning from Kaplan Professional Australia. Daniel is registered with the Tax Practitioners Board as a Tax (Financial) Adviser and a CFP® member of the Financial Planning Association of Australia (FPA). Daniel completed the FASEA Financial Adviser Exam in September 2020.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 2013
- Years of experience 11
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Evans and Partners
Level 7, 171 Collins StMelbourne, VIC 3000
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Evans and Partners
AFSL 318075