9 Reviews

Daniel Wilson

Strategic Wealth

Silver

2 Yrs Experience

Melbourne, VIC 3000

About Daniel
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

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/

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

5.00 November 2024

Daniel has been instrumental in providing my husband and I with a secure and relaxed retirement. We have sought his advice for well over a decade and he has always been thorough and competent and was across all the important details that go with making a smooth transition from working life to retirement. He is always up to date with the ever changing regulatory landscape which brings us great peace of mind. Daniel explains things fully, is always available if we have any questions or queries and is highly personable.

4.75 November 2024

My wife and I have been working with Daniel for the past six years. He is easy to relate to, extremely responsive to our needs and has provided consistently good advice. I strongly commend his services.

4.50 October 2024

Whilst Mike Jeffs has been our principal adviser we have also worked with Daniel for some years as well. Daniel is always helpful and very responsive to queries. If we weren’t able to work with Mike we would happily transfer to Daniel. We would definitely recommend him.

5.00 October 2024

We have been working with Daniel for a few years now and would highly recommend him. He provides great advice and takes time to explain items by going over things thoroughly so you understand the outcomes. We appreciate everything he has done for us and look forward to many more years working with him.

Thanks for everything Daniel.

5.00 September 2024

We have worked with Daniel for a while now. He is always very knowledgeable, proactive, and responsive. We’ve had a great experience and would recommend him to anyone in need of his services.