Financial Adviser | Brisbane
B. Bus (Finance)
Daniel is a passionate Financial Adviser, who is well known for his genuine interest in his clients and ability to help clients build their financial futures with clarity, direction and organisation.
Daniel completed a Bachelor of Business (Finance) from Queensland University of Technology (QUT) and passed FASEA’s Ethic’s exam in 2020. He has been working in the financial planning industry since 2018 in numerous roles including technical support and preparing and presenting strategic goal-driven advice to clients as a Financial Adviser.
Daniel also heads up the coordination of our Employee Wellness Program, a corporate program for employee well-being that enables companies to facilitate greater financial literacy and confidence among their employees.
Outside of work, Daniel loves spending time with his wife and 4 children. His weekends are normally full of sport, adventures and dirty nappies. Daniel has an avid volunteer for various causes over the years and is most passionate about helping people reach their personal goals and objectives.
Fun fact: when he was 19, Daniel lived in the Solomon Islands and Vanuatu for 2 years and learnt to speak both national languages (however he is a bit rusty now).
Daniel graduated from the Queensland University of Technology with a Bachelor’s degree in Business, majoring in Finance. Daniel started working in the financial planning industry in 2018 as a graduate, became an associate advisor since 2020, and started as a fully qualified Financial Advisor in 2022.
The My Wealth Solutions team practice what they preach, and they are 100% committed to providing a service that puts their clients best interest first.
You do not need to be wealthy to start investing, but you do need to start investing to have a wealthy future.
Embrace your uniqueness.
I secretly dance in the office when no one is looking.
The path to achieving financial success and security starts with sitting down with an expert financial advisor.