At PAC Financial, Dan drives the company’s strategic growth, business development and oversees the talented and passionate staff.
As an experienced business leader, Dan has been in financial services since 1999. Before founding PAC Financial he assisted Chubb, the world’s largest publicly traded property and casualty insurer as State and Regional Manager responsible for customer growth and adviser development throughout most states and territories in Australia. He has a deep experience in enabling business transformation, establishing innovation, and is known for his passion for attracting top talent to deliver on breakthrough strategies.
Dan’s curiosity and fascination with what is important to people has shaped his determination to build a company that looks after what’s important and makes a difference in people lives. Beyond Dan’s professional work, he spends most of his time with his family and is a lover of the outdoors.
The cost of providing a financial product or service to you will depend on the nature and complexity of the advice, financial product and/or service provided. However, we offer an initial consultation at our expense, to get to know you and to identify how we can partner with you to help you meet your goals.
At our initial consultation, we will explain how we operate, what you can expect and our payment options. We will always agree on the level of our charges and your payment options before proceeding with any work. Our Letter of Engagement will confirm the fee and specific services to be provided.
Dan was very professional and easy to talk to. As I have no real understanding of the financial industry, he was able to explain things to me in the simplest of terms. I feel very satisfied that my financial future is safe and secure thanks to him.
Dan has always been there for me whenever I needed help, advice or just a chat. He goes above and beyond to help you and always checks in with you. I would recommend him to everyone.
I found Dan to be very knowledgeable and professional in his manner. I would not hesitate in recommending him, and his company to anyone, including friends and relations.
Dan has exceptional communication skills. Very knowledgeable, easy to deal with, prompt, and an all-round great guy.
Dan is a great communicator, always answers my questions when I need him to. Dan's knowledge of superannuation and insurance helped me gain a better understanding of my finances which helps me have the cover that meets my wants and needs.
- Adviser status Bronze
- Number of reviews 5
- First year providing advice 2015
- Years of experience 8
- Graduate Diploma of Financial Planning
PAC FinancialSuite 1, 21 Grand Plaza Dr
Browns Plains, QLD 4118
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call