Greetings! My name is Dan, and I am a financial adviser authorised to provide financial advice in both Australia and South Africa.
I hold two Post Graduate Diplomas in Financial Planning, as well as an Advanced Postgraduate Diploma in Investment Planning with a specialisation in asset types and portfolio planning.
As someone with specialised knowledge of Australian and South African financial systems, I provide tailored advice to help individuals navigate the unique challenges of cross-border financial planning. I am passionate about helping my clients achieve their financial goals and make informed decisions about their future.
Thank you for taking the time to view my profile on Adviser Ratings. If you are interested in learning more about my services and how I can help you achieve financial success, please don't hesitate to contact me.
Expertise
My fees
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 4
- First year providing advice 2010
- Years of experience 14
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Highest qualifications
- Graduate Diploma of Financial Planning
- Graduate Diploma of Financial Planning
- Postgraduate Diploma of Investment Planning
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Language spoken
- English
Tribeca Financial
Level 1, 110 Church StHawthorn, VIC 3122
![Tribeca Financial logo](https://d3v64cumibwv7i.cloudfront.net/practices/tribeca-financial-18008064-0e25ec5f185e.jpg?v=1723176555)
Opening hours
- 8:30am – 5:00pm Monday – Tuesday, Thursday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
My Dedicated Advisory Pty Ltd
AFSL 485683
![My Dedicated Advisory Pty Ltd logo](https://resources.adviserratings.com.au/licensees/my-dedicated-advisory-pty-ltd-485683.jpg)