Daniel Budreika

I always wanted a career that allowed me to build ongoing relationships with clients, rather than a series of once-off transactions. One of the things I love most about of my role as trusted financial adviser is listening and getting to know someone much deeper than any other professional in their circle. Each client is different but the care and attention is the same every time.

I have a passion for providing quality strategic financial advice that adds value and a strong moral conviction to do the right thing by people. I live by these values no matter what I apply myself to.

Education and personal development is important to me, which is why I am committed to keep studying and learning from others.

Daniel Budreika is an Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523.

DANIEL’S QUALIFICATIONS

  • 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.

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  • Testimonials

    “With the advice we needed we were able to save thousands of dollars in fees and taxes relating to our superannuation alone. We restructured finances to better reflect our personal and family goals”

    “Right from my first meeting with Planning for Prosperity, Daniel was very open with me and has taken me through the process carefully and caringly with the aim to provide the best financial advice.”

    “They investigate and consider an array of options and variables, of which some we had not considered… It is a complete package that we feel confident and secure in, with our financial matters being optimally managed within a very open, approachable and professional environment.”

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