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