Daniel has worked in the financial services industry for over 12 years, working in the areas of Financial Planning and Mortgage Broking.
He particularly enjoys working with young professionals, small business owners, families, and pre-retirees to build their wealth and protect their hard-earned assets.
Daniel is experienced in providing financial advice across the following areas:
Daniel is a Certified Financial Planner® (CFP) and holds a Bachelor of Financial Advising (BFA) from UWS. In addition, he has completed his Certificate IV in Finance and Mortgage Broking with Kaplan and is a Justice of the Peace (JP NSW).
When you first meet Daniel you might find that his face is familiar to you. He has previously done advocacy work on the ongoing issue of housing affordability and has campaigned and consulted both the Australian and NSW governments for various improvements to housing policies. Daniel’s work has been reported across Australian media including Channel 7, 9 and 10, as well as in NewsCorp and Fairfax publications and on realestate.com.au and Domain.
When he isn’t working, Daniel is a self-described tennis fanatic and has attended 6 of the last 11 Australian Opens in Melbourne.