Dan has over 20 years of experience working as a financial adviser for major banking institutions. He is now a Practice Principle with an industry award winning Australian Financial Services Licensee, Lifespan Financial Planning. He has additional experience working as a stockbroker with TD Waterhouse Investor Services as well as several years of experience in Business Banking and Retail lending services. He is also a registered tax adviser with the Tax Practioner's Board and a member of the Financial Advice Association of Australia (FAAA). He holds a Graduate Diploma of Financial Planning (Kaplan Professional, 2023).
Dan understands the importance of achieving your financial stability and independence. His focus is understanding your individual goals and providing sound, dependable advice that is explained in simple plain language. Contact him to leverage off his extensive experience and knowledge to assist you to financially reach and maintain your desired lifestyle needs.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 2003
- Years of experience 21
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Core Strategies Financial Planning
Suite 7, Level 1, 486 Heidelberg RdHeidelberg, VIC 3084
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892