Daniel Wilson

Strategic Wealth

Silver
2 Yrs Experience
Melbourne, VIC 3000

Daniel Wilson

Financial Adviser and Partner at Strategic Wealth

Daniel is a financial adviser passionate about working in the financial services industry and building close relationships with the people he works with.

As an Adviser with Strategic Wealth, Daniel completed a Bachelor of Commerce majoring in Financial Planning, Finance and Accounting with Deakin university in 2015. Daniel completed further studies in 2020 to achieve Certified Financial Planner (CFP®) designation from the Financial Advice Association Australia (FAAA).

https://www.linkedin.com/in/daniel-wilson-936a4491/

Strategic Wealth

Take a strategic approach to get there sooner...

Strategic Wealth provides astute investors with specialist advice and bespoke investment solutions.

Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals.

With unique industry-wide perspective, our insight and guidance enables our clients to build on their assets and create successful financial returns.

https://strategicwealth.melbourne/

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Expat Finance
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.93
  • Number of reviews 7
  • Years of experience 2
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Strategic Wealth

Level 2, 15 Queen Street
Melbourne, VIC 3000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234