Daniel is a strong believer in living life to the full and enabling his clients to do the same.
He brings a holistic approach to financial advice, combining his extensive experience within the banking and financial planning sector with a strong empathy for people and for making the world a better place, shown by his tireless support of mental health initiatives.
It’s this grounded perspective that has established him as a sought-after senior adviser and leading figure within the industry and naturally led him to join the tribe at Tribeca.
Both share a desire for people to live their ‘Good Life’. In Daniel’s own words, ‘my Good Life is not dictated by money, it’s about giving to others & enjoying a life of experiences rather than possessions.
For a financial adviser, that’s pretty refreshing.
What’s also refreshing is the open, honest, and upfront approach taken by Daniel and Tribeca.
No surprises. No hidden costs. No spin. Something that can’t be undervalued, especially in uncertain times.
Everything is focused on supporting, educating, and empowering clients to take control of their finances and in turn their choices. To give clients a strong sense of security and freedom. To offer financial wellbeing.
This means it’s not just about improving the client’s financial position. Of course, that’s important. But financial advice should be much more than that. It’s looking at building the life every client wants, prioritizing what is most important at each stage of that journey, and creating a roadmap to make it happen.
That’s real, effective, and meaningful financial advice. Understanding completely the immediate and long-term goals of each client, and developing a relevant and realistic plan – together.
It’s what Daniel puts his heart and soul into every day.
I have really enjoyed working with Dan. He has provided clear and tailored advice, and has helped my partner and I get better at communicating with each other about money. Dan always listens first to our goals and interests before making recommendations and the solutions we come to are collaborative.
Earlier this year we sought the services of Tribeca Financial to advise us on planning for our financial security in retirement. Since that time we have had several meetings with Dan which have served a number of purposes including our retirement expectations and longer term estate planning. Dan's professional manner and ability to liaise with our Accountant and Solicitor when following matters through put us totally at ease. He is always happy and engaging, but at the same time, we are never in doubt of his professional acumen. He always explains everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion.
Dan has been very helpful all the way through. I would certainly recommend him as your financial adviser!
Dan gave me advise in Superannuation, planning for my retirement and Income Protection. Dans professionalism and commitment in assisting me was well above of what I expected. His explanations and understanding of my circumstances was clear and thorough, being an extremely anxious person when it comes to 'finances', Dan provided me with support and understanding and this was invaluable! I am extremely grateful for Dans time and patience. I feel very confident that the advice given is perfect for ME.
Dan Testa has provided expert service in reviewing our financial position, including superannuation, retirement planning, structure of bank loans, budgeting and insurances. The advice has been strategic, targeted and timely. We have confidence in what Daniel is doing and have developed a good working relationship with Dan.
- Adviser status Silver
- Number of reviews 5
- First year providing advice 2016
- Years of experience 6
- Advanced Diploma of Financial Planning
Tribeca FinancialLevel 1, 110 Church St
Hawthorn, VIC 3122
- In person
- Video call
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