Dan Ellis

Carrick Aland Wealth Planning Pty Ltd

Silver

13 Yrs Experience

Dalby, QLD 4405

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Daniel specialises in providing personal risk protection, superannuation, investment and cash flow advice, particularly to younger clients starting out on their financial journey and rural clients who have unique personal insurance needs. Carrick Aland’s clients benefit from Daniel’s enjoyment in helping them to achieve their financial goals and objectives.

After completing high school in 2007, Daniel kicked off his professional career by joining Carrick Ashmead (now Carrick Aland) as a trainee accountant before changing career paths and joining the Wealth Planning division of the firm. He holds a Bachelor of Commerce (Finance) from USQ and is a Commissioner for Declarations in the state of QLD. He is also a Chartered Retirement Planning Counsellor (CRPC®) and an Accredited Behavorial Finance Professional (ABFP®). In his spare time, Daniel enjoys travelling, attending sporting events and playing golf.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

5.00 January 2021

'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.

4.50 January 2021

Happy with the services

5.00 January 2020

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

5.00 December 2019

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!

5.00 December 2019

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.