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Gareth Daniels

Danton Wealth Strategies

Silver
14 Yrs Experience
Geelong, VIC 3220

I have worked in financial services for more than 15 years both in the UK and Australia. I know that maximising the opportunity to generate income whilst creating genuine, long term wealth is challenge for most people. With this in mind, I takes a common sense, strategic approach to providing solutions.

These are designed to give clients the tools, knowledge and ongoing support they need to ensure that they can create the lifestyle that they want to live. 

I try to live what I advocate and live with my wife and our two young children on the coast in Victoria and enjoy spending time surfing and camping whenever possible.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

I charge a flat dollar fee based on strategy complexity and service level agreed for initial advice and support relationships.

At a glance

  • Adviser status Silver
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Danton Wealth Strategies

Level 4, 60 Moorabool St
Geelong, VIC 3220

Opening hours

  • 9:00am – 5:30pm Monday – Thursday

Meeting methods

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

Licensed by

Bursaria Financial Pty Ltd

AFSL 552883