Dan Ellis

Carrick Aland Wealth Planning Pty Ltd

Gold
9 Yrs Experience
Dalby, QLD 4405

Recent reviews

Carrick Aland Wealth Planning Pty Ltd

27 New Street
Dalby, QLD 4405

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 18
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

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

My fees

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

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

4.95
18 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"'Dan has provided advice and guidance in areas such as superannuation, managing income and our financial portfolio. Dan explains complex things in a clear way. Through Dan's knowledge and experience, I feel very confident that the advice given was right for our needs. I would recommend his services."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Happy with the services"

  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been dealing with Dan for about 2 years now and have always found him easy to understand, he explains things in a great way for ordinary people, plus he has a great manner and has all our particulars on hand and we are very happy with the outcome of his advice"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dan went above and beyond to help me with my personal finance goals. He helped me make superannuation adjustments, set up appropriate insurance and income protection for my current needs and I now have a will and estate plan in place. Couldn’t recommend Dan enough, takes the time with you to explain anything you need and extremely knowledgeable!"

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

"Dan has been my advisor for some time now and has always helped me with my superannuation and personal insurance. Dan explains everything thing clearly and if I need to go over something again he is only to helpful."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Dan listened to what I wanted and made it happen. He's always available and I know I can ask him to explain something again until I understand. That is very important to me."

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

"Dan is always helpful and happy to pick up the phone whenever I call. Nothing is too much for him to assist with. He has provided us with excellent budgeting advice which has helped my husband and I purchase our first home whilst also paying for our wedding outright."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Dan assisted my husband and I with our insurance protection to ensure we had the best cover for our requirements. His knowledge and expertise has saved our cash flow while still receiving great cover. Dan always gets back to my questions in a timely manner."

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

"Dan always takes the time to explain to me my options in simple terms and is always happy to answer any questions I might have."

  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dan has given me advice on income protection. Dan was able o explain it all to me in a very clear manner. Through Dans experience and knowledge I received a very positive outcome. . I always receive full care and attention from Dan when needed."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

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

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

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

SuperConcepts and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2016

Bachelor of Commerce (Finance)

Level
7 - Bachelor Degree
Institution
University of Southern Queensland (USQ)
Completed
2017

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

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

Provide a score between 1 and 5 stars

How often was Dan 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 Dan'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 Dan to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Dan?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Dan 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 Dan 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 Dan Ellis
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

Contact details