I’ve spent over 15 years as a Financial Planner offering advice to individuals, business clients and their associated entities.
In parallel with a relatively demanding career as a financial professional, since 2006 my wife Rae and I have also operated a successful retail small business. Rae is the principal operational driver of this business and together we also share our proudest achievement: two beautiful daughters.
My first-hand experience as an employee, employer, businessman and investor allows me to offer clients unique perspectives and insights.
My background in Banking and Finance and specialist Financial Planning knowledge and qualifications have been key attributes in the delivery of value to my clients. My longevity and success in the industry are, I believe, testament to my adherence to the highest ethical and professional standards.
I’ve resided in Central and Western Queensland my whole life and I am deeply committed to the region, its communities and residents.
What’s Dan's clients say about him.
"I found it a stroke of luck to meet Dan. I found that he could take our situation and find many ways to improve our financial plan. His knowledge of running a business in the Central Highlands was useful and offered invaluable insights with obvious understanding of our rural property. I think it's wonderful to meet someone who can talk about important and complicated issues - in just normal language!" Robert, 35-45
What Qualifications and Professional Memberships Does Dan Have?
Dan is a Certified Financial Planner™ or CFP® Practitioner. He also holds an Advanced Diploma of Financial Services and is a member of the Financial Planning Association of Australia Limited.