Daniel enjoys the whole process from getting to know clients and helping them identify their goals, through to assisting them in exploring the options available to reach these milestones.
Daniel likes to think outside of the box by implementing strategies that clients may not have considered when it comes to building and protecting their wealth.
‘I value long term relationships and am a firm believer that efficient, effective, and personal service are critical factors in creating and maintaining long lasting relationships’.
Daniel has been in the industry since 2008, and prior to that worked as a tax advisor at KPMG and Deloitte. Having had experience in both these professions gives him a unique perspective, which provides significant benefits to our clients.
Born and raised on the Gold Coast, he loves spending time with his wife and four children. He also enjoys running, going to the gym, and regularly provides community service through his local Church.
Expertise
My fees
We are happy to discuss fees arrangements for clients looking for long term advice strategies.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 5
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Graduate Diploma - Chartered Accountant Program
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Language spoken
- English
Msi Taylor Wealth Management Pty Ltd
The Rocket, Level 10, 203 Robina Town Centre DrRobina, QLD 4226
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fortnum Private Wealth Ltd
AFSL 357306