Daniel is a specialist retirement planner who has more than 20 years of financial services experience.
Since 2002, he has built his career as a financial planner in Central West NSW, helping thousands of local people plan for their retirement. In this time his clients have taught him what retirement success really looks like.
There is more to a successful retirement than having a high super balance. Those who enjoy retirement most feel confident and prepared. They have peace of mind from knowing that they have enough security to spend time with the people they care about and engage in the activities they feel passionate about.
Daniel lives in Orange with his wife and five children. He is a proud and active member of the local community, currently serving as Treasurer of the Orange Cycle Club.
He has extensive experience in advising on the complexities of defined benefits super, especially NSW and Commonwealth public sector schemes. Dan is an expert in SSS, SASS, CSS, PSS, Local Government Super and Aware Super.
But it is not what he knows, it is how he serves clients that makes Daniel unique.
Daniel makes the effort to get things right. There is no clock watching. It means he is always prepared to go the extra mile if that is what it takes. There is no rush. Daniel always takes the time to explain your options and ensure you are comfortable with your financial decisions.
Daniel is a CERTIFIED FINANCIAL PLANNERĀ® Professional, a certification that is the internationally recognised gold standard in financial planning.
He also holds a Bachelor of Business in Finance and Legal Studies and a Diploma in Financial Planning.
Expertise
My fees
Our first appointment together is cost and obligation free.
We will determine an appropriate fee only after we understand your situation and how we can serve you.
There are no surprises. Our service offer will be clear and the fees fixed.
You are in control. Our fees will only be payable after you have provided your consent in writing.
We are paid only by our clients and only for the advice we give. We receive no commissions, asset-based fees, or any other payments related to product sales.
At a glance
- Adviser status Gold
- First year providing advice 2005
- Years of experience 20
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Daniel Crump Financial Planning
Greengate Shopping Centre, 2 Prince StOrange, NSW 2800
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Catalpa Pty Ltd
AFSL 530665