Private Client Adviser
Daniel is a Private Client Adviser in the Brisbane office for the Shadforth Financial Group.
Daniel enjoys working with clients to assist them in making smart financial decisions and has developed a niche with medical professionals.
Education and experience
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 also holds the CERTIFIED FINANCIAL PLANNER® designation, the highest level of professional recognition for financial advisers in Australia. Daniel is also a member of the Financial Planning Association of Australia.
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, 2012 and 2013 through the prestigious AFR Smart Investor Top 50 Masterclass award for financial planning.
Daniel was recognised in The Australian’s Top 50 Financial Advisers in Australia, in association with Barron’s in 2017 and 2018.
Outside of work
Away from work, Daniel enjoys getting out on the water. He is married with three young children.
Blogs by Daniel White
15 Apr 2015
Australia is currently experiencing a significant increase in the number of medical graduates. This increase is already placing pressure on the availability of intern training positions and will flow through to increased pressure on post-graduate training and entry into specialist medical colleges.
27 Aug 2014
When it comes time to buy a new car, most of us don't enjoy the process of dealing with the salesperson at the car yard. A recent Gallup Poll rated car salespeople third lowest in a list of professions ranked by 'honesty and ethics' (disappointingly still ranking higher than politicians).
20 May 2014
The last couple of months have seen a significant escalation in tension between doctors and Qld Health over the terms of the proposed contracts for SMO and VMO practitioners.
14 Feb 2014
2013 was a year of great uncertainty for doctors working within the Public Health system. After the publication of the 'Blueprint for better healthcare in Queensland' and the later release of the Auditor-General's report into the private practice billings in Queensland Health, there has been a storm brewing over how Queensland Health engages with the 3,500 SMO and 750 VMO practitioners.