'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.
Happy with the services
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
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!
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.
Carrick Aland Wealth Planning Pty Ltd27 New Street
Dalby, QLD 4405
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
- Adviser status Gold
- Number of reviews 18
- First year providing advice 2013
- Years of experience 9
- Graduate Diploma of Financial Planning
Millennium3 Financial Services Pty Ltd