Daniel Weigl

I have completed my Bachelor of Commerce at Deakin University in Geelong, majoring in Financial Planning and Management. Financial Planning has always appealed to me for multiple reasons. Firstly, being given a challenge and working alongside a team to provide a solution, and secondly, working closely with people in the community to improve their financial situation.

I'm based in Torquay at Coastline Advice, and having worked with a large variety of clients, I'm experienced across a large range of different scenarios & client circumstances to help my clients understand what is important for them and how best to setup their affairs to achieve their goals.

I like to take the approach of having a good balance, ensuring lifestyle goals in the short term are met, whilst also having an eye on the future to ensure clients are also able to achieve their long term goals as well. Through this approach it enables my clients to feel comfortable and confident about where they are today and also where they are going to be in the future.