Daniel Nel

Tribeca Financial

Bronze

14 Yrs Experience

Hawthorn, VIC 3122

About Daniel
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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.

Superannuation
Insurance Protection
Retirement & Pension
Tax Strategies
Growing Assets
Budgeting

5.00 May 2024

Daniel has always been approachable and responsive to my individual needs , would highly recommend him as an adviser.

5.00 April 2024

Daniel is an extremely knowledgeable and kind adviser. He makes no judgement on whatever situation you are in. He responds to questions and emails promptly and thoughtfully. I am very happy to have Daniel as my adviser, as he prioritises my wants and needs. His advice is sound and practical. I would have no hesitation in recommending Daniel Nel's services to others. I look forward to a long working relationship with him and his team.

5.00 March 2024

Daniel is knowledgeable and always helpful, I'm comfortable letting him manage my Super and investment.

5.00 October 2023

Daniel and his associate Warrick are knowledgeable and personable. It was my first meeting with them. I left my meeting with them feeling confident that my financial future is being well looked after. I will be recommending them to my friends.

Adviser status Bronze
Rating 5.00
Number of reviews 4
First year providing advice 2010
Years of experience 14
Highest qualifications
- Graduate Diploma of Financial Planning
- Postgraduate Diploma of Investment Planning
- Graduate Diploma of Financial Planning
Language spoken
- English