My passion for providing sound strategic financial advice began in 2006 when I worked as a para-planner at a medium sized firm. In the following year I started my degree in Applied Finance and completed this part-time while I worked.
During this period I started to have my own ideas about the advice process, how things had been done in the past and how I might do them differently. I realised that there was far more value to be added to a client’s situation by truly understanding their objectives and getting overall strategy right, rather than just focusing on investments.
I had developed this passion but didn’t have the experience to underpin it, so that motivated me to keep learning.
Next came the opportunity to join Bob, in 2008, shortly after he launched Planning for Prosperity. Now I’ve been able to help clients in many ways but I’ll continue to learn more and more about how to help clients achieve strong, effective financial outcomes.
Daniel is an Authorised Representative of NEO Financial Solutions Pty Ltd. AFSL 385845. Download his FSG Part 2 here.
- Bachelor of Applied Finance
- Professional Certificate in Self Managed Superannuation Funds
- Diploma of Financial Services (Financial Planning)
- Member, SPAA (SMSF Professionals Association of Australia)
- AFP® member of the FPA.
Connect with Daniel on LinkedIn.