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Daniel Jones

Townsend Cobain Private Wealth Partners

Gold
10 Yrs Experience
St Kilda, VIC 3182

I am a Private Wealth Adviser that specialises in financial consultation and advice for business owners and successful professionals.

I believe that truly personalised service, and genuine care, is a valuable commodity in an increasingly impersonalised world. I am committed to making time to truly understand my client’s circumstances, values, needs, and goals. This allows me to develop comprehensive personalised financial advice that supports the life outcomes that we work together to identify for an exceptional life.

I have been working in Financial Services for 15 years and hold a CFP® designation.

I Joined the team at TownsendCobain Private Wealth in 2022.

Prior to Joining TownsendCobain I was Director, and Principal Financial Adviser, at Melbourne Financial Partners, for 7 years

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Bachelor of Commerce (Economics & Finance)
  • Language spoken
    • English

Townsend Cobain Private Wealth Partners

Level 16, 390 St Kilda Rd
St Kilda, VIC 3182

Opening hours

  • 9:00am – 5:00pm Monday, Wednesday – Thursday
  • 9:00am – 9:00pm Tuesday, Friday

Licensed by

Townsend Cobain Private Wealth Partners

AFSL 487618