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Daniel Fogden

RI Advice Sutherland

Silver
9 Yrs Experience
Sutherland, NSW 2232

Daniel is an experienced and well-educated financial adviser with a ’client first’ philosophy. Daniel understands that each client situation is unique and can present its own opportunities and challenges.

Daniel has achieved the following academic qualifications:

  • Certified Financial Adviser with the Financial Planning Association
  • Bachelor of Commerce (Financial Planning)
  • Bachelor of Laws
  • Graduate Diploma of Legal Practice

Although not practicing, Daniel is an admitted Solicitor, a credential that allows Daniel to look at a financial situation from a number of perspectives, ultimately leading to better client outcomes.

With over 9 years of experience in the financial services industry and a broad education, Daniel is well placed to meet the needs of a variety of clients from young families to small business owners and those planning for retirement.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

At a glance

  • Adviser status Silver
  • First year providing advice 2016
  • Years of experience 9
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Legal Practice
  • Language spoken
    • English

RI Advice Sutherland

Suite 5, Level 5, 3-5 Stapleton Ave
Sutherland, NSW 2232

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RetireInvest

AFSL 238429