Dan Ellis

Carrick Aland Wealth Planning Pty Ltd

Silver
11 Yrs Experience
Dalby, QLD 4405

Recent reviews

Carrick Aland Wealth Planning Pty Ltd

27 New Street
Dalby, QLD 4405
Level 8, 10 Russell Street
TOOWOOMBA, QLD 4350

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 Silver
  • Rating 4.93
  • Number of reviews 18
  • First year providing advice 2013
  • Years of experience 11
  • 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