Daniel is a Private Wealth Adviser in the Melbourne office for the Shadforth Financial Group.
Daniel is an avid learner and continuously devotes time to his ongoing professional development. Daniel holds a Bachelor of Business (Accounting) from the Royal MelbourneInstitute of Technology (RMIT), a Diploma of Financial Planning and has also completed the CERTIFIED FINANCIAL PLANNER® practitioner (CFP®) designation through the Financial Planning Association of Australia. CFP® is an internationally recognised mark and is currently the pre-eminent representation of professional financial planners around the world.
Daniel commenced his financial services career in 2011 with an industry super fund before moving to a boutique private wealth management firm as an adviser. Daniel believes that the key role of a financial professional is to educate clients and walk them through the journey of achieving their financial goals.
A strong advocate of holistic advice, Daniel has specialist knowledge in the areas of wealth creation, superannuation, personal risk insurance, cash flow management, portfolio construction and retirement planning.
Away from work, Daniel has a passion for all things sport, especially triathlon, golf and soccer.