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About me
Surf Coast Wealth Management advises on strategies to protect, manage and strengthen our client's financial position while providing direction, clarity and support to avoid financial obstacles and their complexities. We work closely with our client's to help them realise their true financial potential giving them the confidence to pursue the life they dream.
We offer our services strictly on a commission-free, fee-for-service basis. Our advice is fiercely non-biased. We put our client's objectives at the forefront of every conversation and strategy.
https://www.surfcoastwm.com.au/
or learn more about our Goal Setting & Strategy Session
https://surfcoastwma.com.au/linkedin001/gsss/
Authored by me:
Reviews
4.8
out of 5 starsSimon
35-45 years old"Daniel was a very professional advisor, provided easy to understand advice with sound rationale."
02 Apr 2020Lynda
65+ years old"Daniel has given me advice in on retirement pension products and managing debt. Daniel was able to explain things to me in a clear way. Through Daniel's knowledge and experience, I feel very confident that the advice given was the right for my needs. I received Daniel's full care and attention when I needed it."
17 Nov 2019Kris
46-55 years old"I was referred to Daniel by my Mortgage Broker after taking a voluntary redundancy. It was the first time that I had engaged a financial planner and I found him to be extremely attentative and knowledgeable about my financial needs. He expertly helped me navigate my complex superannuation, life insurance options, budgeting and future financial needs. I have great trust in him and look forward to many years of partnership in wealth management and growth. "
12 Oct 2019Yvonne
35-45 years old"Daniel has given me advice in areas including insurance, superannuation and managing my investments. Daniel has extensive understanding of markets was able to explain things to me in a clear way. Through Daniel's knowledge and experience, I feel very confident that the advice given was right for my needs. "
01 Nov 2018Eileen
35-45 years old"Recently we have had the assistance and guidance of Surf Coast. Daniel Twentyman listened to our needs and wants for ours and our children's future. I can't thank him enough for making this such an easy and understandable process. Dan's knowledge, experience and professionalism was much apprecited through this entire process and continual guidance. Thank you so much Dan."
30 Aug 2018Troy
35-45 years old"I got onto Dan after the sale of my home, His knowledge in finance and planning for the future is A+. Not knowing much about financial planning myself, Dan kept it simple in a language I could easily understand . Dan had all my bases covered in regards to super,insurances,TPD etc. Dan made it simple and is always easily to contact for advice. Couldnt recommend Dan enough..."
09 Aug 2018My Expertise
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Aged Care
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Borrowing
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Budgeting
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Cashflow & Income
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Complex Investments
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Margin Lending
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Retirement Planning
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Shares & Investments
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Small Business Advice
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Socially Responsible Investments
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Superannuation
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Tax Strategies
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Wills & Estate
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Women's Finance
Key information
- Adviser rating
- Platinum
- Years Experience
- 7 Years
- Highest qualification
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Bachelor of Business (Applied Economics)
- Industry Memberships
-
1 total
- Address
- 13 Albanel St
Armstrong Creek, VIC, 3217 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Surf Coast Wealth Management
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Lifespan Financial Planning Pty Ltd
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Licensee owned by
LIFESPAN
My Qualifications
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Ethics and Professionalism in Financial Advice - Bridging Course (2020)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Diploma of Financial Planning 1-8 (2013)
Level of Qualification: Level 5 - Diploma
Institution: Pinnacle Financial Services Academy
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Diploma of Margin Lending (2013)
Level of Qualification: Level 5 - Diploma
Institution: Pinnacle Financial Services Academy
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Bachelor of Business (Applied Economics) (1999)
Level of Qualification: Level 7 - Bachelor Degree
Institution: Victoria University (VU)
My Memberships
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Association of Financial Advisers (AFA)
Level of Membership:
Member
My Fees
- Personal Advice
- starting from $660
- Ongoing Advice
- N/A
- Details
-
Surf Coast Wealth Management is a fee-for-service financial firm.
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Simon
35-45 years old"Daniel was a very professional advisor, provided easy to understand advice with sound rationale."
02 Apr 2020Customer opinions
Lynda
65+ years old"Daniel has given me advice in on retirement pension products and managing debt. Daniel was able to explain things to me in a clear way. Through Daniel's knowledge and experience, I feel very confident that the advice given was the right for my needs. I received Daniel's full care and attention when I needed it."
17 Nov 2019Customer opinions
Kris
46-55 years old"I was referred to Daniel by my Mortgage Broker after taking a voluntary redundancy. It was the first time that I had engaged a financial planner and I found him to be extremely attentative and knowledgeable about my financial needs. He expertly helped me navigate my complex superannuation, life insurance options, budgeting and future financial needs. I have great trust in him and look forward to many years of partnership in wealth management and growth. "
12 Oct 2019Customer opinions
Yvonne
35-45 years old"Daniel has given me advice in areas including insurance, superannuation and managing my investments. Daniel has extensive understanding of markets was able to explain things to me in a clear way. Through Daniel's knowledge and experience, I feel very confident that the advice given was right for my needs. "
01 Nov 2018Customer opinions
Eileen
35-45 years old"Recently we have had the assistance and guidance of Surf Coast. Daniel Twentyman listened to our needs and wants for ours and our children's future. I can't thank him enough for making this such an easy and understandable process. Dan's knowledge, experience and professionalism was much apprecited through this entire process and continual guidance. Thank you so much Dan."
30 Aug 2018Customer opinions
Troy
35-45 years old"I got onto Dan after the sale of my home, His knowledge in finance and planning for the future is A+. Not knowing much about financial planning myself, Dan kept it simple in a language I could easily understand . Dan had all my bases covered in regards to super,insurances,TPD etc. Dan made it simple and is always easily to contact for advice. Couldnt recommend Dan enough..."
09 Aug 2018Customer opinions
Lisa
46-55 years old"I would highly recommend Dan to anyone interested in improving their financial future. He is passionate about what he does and genuinely wants to get the best possible outcome for his clients. "
03 Jul 2018Customer opinions
Suzanne
35-45 years old"Daniel has a clear communication style that cuts through the confusing world of financial management. Through a series of conversations, Daniel developed tailored options which greatly improved my insurance cover, maximised my super and helped me plan for the future. Daniel offers a unique no commission fee model which sets him apart from the financial advisers now feeling the wrath of the Banking Royal Commission. "
11 May 2018Customer opinions
Matt
Under 35 years old"Being the ripe old age of 23, Dan was easy to talk to and able to explain everything really well. We set up my super, an investment account, as well some insurance (life, tpd, trauma, income). I'm very happy with the setup and his continued interest in maintaining it."
12 Mar 2018Customer opinions
Kenny
46-55 years old" Daniel is a forthright and honest professional who seeks to both maximise your returns and broaden and clarify your understanding of your superannuation and investment. Could not recommend more highly."
20 Feb 2018Customer opinions
Russelle
46-55 years old"I am really pleased with my recent dealings with Dan...I'm not that interested in finances, not even my own modest situation. Daniel was able to accept my "money moodiness" and desire for simplicity remaining professional at all times...even when I was rolling my eyes. I've started this process with other organisations but never completed as they didn't accept my perspective. Dan has an exceptional talent for maintaining sincere and patient interpersonal communication."
25 Aug 2017Customer opinions
Jeremy
Under 35 years old"Ethics and client focused are what come to mind when dealing with Dan. Really get the feeling that he is actually looking out for my best interests and not just trying to make a buck."
26 May 2017Customer opinions
Cathy
35-45 years old"I have no hesitation recommending Daniel, I extremely happy with the help and advice I received. "
23 May 2017Customer opinions
Adam
35-45 years old"Daniel was very easy to work with. He made the whole experience easy, It was very quick and painless, he kept us informed in every step of the way and at no point did i feel that i was pressured into anything i didn't want, i felt like i was in total control through the whole process. Thanks Dan, looking forward in to what future holds for us."
22 May 2017Customer opinions
Mitch
35-45 years old"Professional, honest, experienced and committed "
10 May 2017Customer opinions
Melinda
35-45 years old"Daniel has been nothing short of brilliant when managing our portfolio. He makes sure every matter is fully explained, follows up and advises of any changes immediately. His wealth of knowledge in current market trends is impressive. I would have no problem recommending Daniel. "
04 May 2017Customer opinions
Keily
46-55 years old"Daniel Twentyman is very knowledgeably and takes time to explain how everything works. We are very happy so far with the investment strategies we have adopted based on his guidance. Highly recommended."
04 May 2017Customer opinions
Trish
35-45 years old"We should have met Daniel many years ago. Working with Daniel in every step of organising our super accounts, savings and business advice has been instrumental. Daniel was clear, concise and easy to talk to. I would highly recommend his services. Thank you for all of your help. "
03 May 2017Customer opinions
Luke
Under 35 years old"Daniel went above and beyond setting up my personal insurances, investments and superannuation. Although they are subjects which can quickly get confusing, Daniel was able to explain every aspect in a clear and understandable way. The advice given by Daniel was invaluable and I couldn’t recommend him highly enough."
03 May 2017Customer opinions
Chela
35-45 years old"As a small business owner I was putting off looking at my super and wondering if I would ever own my own home. Daniel was considerate of my personal needs and offered financial advise, insurances and investment stategies to help me now and in the future. I feel comfortable that i'm now on the right track financially and I look forward to checking in on my savings and investments rather than hiding from my finances! "
03 May 2017Customer opinions
Jenni
46-55 years old"Daniel is punctual, friendly and easy to talk to. He is knowledgable and passionate about his business. I am confident his services will meet our needs."
12 Sep 2016Customer opinions
Beth
35-45 years old"Daniel was perfect for me, he was thorough, attentive and really went the extra mile. I feel really confident to recommend him to anyone, and that is not something I will do very often"
09 Sep 2016Customer opinions
Penelope
35-45 years old"Daniel explained everything to me really clearly and got me a far better deal than my previous planner on everything. He was really thorough and left no stone un-turned. My family and I hope to stay with Daniel forever if possible! He's really personable and takes the time to understand our personal goals."
09 Sep 2016Customer opinions
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