Our people

Daniel White


Private Client Adviser
Email: daniel.white@sfg.com.au
Phone: 07 3031 1610
Daniel is a private client adviser in our Brisbane office.  He enjoys working with clients to assist them in making smart financial decisions and has developed a niche with medical professionals.

Daniel’s career began in Sydney where he worked for BT Financial group and JP Morgan before relocating back to Brisbane to pursue a career in financial advice and wealth management.  In 2006, Daniel joined boutique advisory firm, Douglas Wenck which merged with Shadforth Financial Group in 2008.

Daniel’s expertise has been recognised in 2011 and 2012 through the prestigious AFR Smart Investor Top 50 Masterclass award for financial planning.

Daniel holds a Bachelor of Commerce from the University of Queensland, a Graduate Diploma in Applied Finance and Investment and a Graduate Diploma of Financial Planning from the Securities Institute of Australia.

He is also a Certified Financial Planner™, the highest level of professional recognition for financial advisers in Australia. Daniel is also a member of the Financial Planning Association of Australia and a fellow of the Financial Services Institute of Australasia.

Daniel is married with three young children. When time permits, he has a passion for getting out on the water.
 
 

Client Endorsement

"Daniel provides a complete package for our financial future. We are treated as an individual client with our own special requirements. Daniel has a genuine interest in us and doesn’t just tell us what makes us happy — we discuss issues and come to mutual agreement to move forward. We have always received good advice and have complete trust and faith in him."

Raymond and Marjorie Perkins
Wynnum, Brisbane