Dan Pianta

PAC Financial

Bronze
9 Yrs Experience
Browns Plains, QLD 4118

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

PAC Financial

Suite 1, 21 Grand Plaza Dr
Browns Plains, QLD 4118

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

PAC Financial

AFSL 534310