I’m Daniel, and my journey as a Financial Advisor began in Johannesburg back in 2001. So, I have been in the business of supporting better financial (and often, even personal) decisions for over two decades across two continents.
As the Principal Financial Advisor and Director of Wealth Management at Onelife Financial, I specialise in financial advice, wealth management and SMSF advisory.
My approach is all about empowerment. I look at every situation objectively and then provide clients with the resources and the support they need to make the right financial decision. I believe that we can achieve whatever we set our minds to – often beyond what we give ourselves credit for. I see my role as your objective partner and empower you to make those shifts.
This strong drive and the realisation that our time on Earth is finite will forever push me to go above and beyond when helping clients achieve their financial objectives through Onelife Financial.
I’m also a firm advocate of work-life balance. So, outside of work, I love to spend time with my family and friends and enjoy various hobbies. I spend my weekends with my kids, being active in nature, running, surfing and hitting the snow when the opportunity allows
In everything I do, I practise integrity and always keep my word – values instilled in me by my father at an early age. These guiding principles allow me to be the financial advisor that clients trust to help them take better control of their financial futures.
Expertise
My fees
We are happy to discuss alternative fee arrangements for clients looking for long-term advice strategies.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 16
- First year providing advice 2001
- Years of experience 23
-
Highest qualification
- Master of Commerce
-
Languages spoken
- English
- Hebrew
Onelife Financial
Suite 806 Level 8, 251 Oxford StBondi Junction, NSW 2022
Opening hours
- 9:00am – 6:00pm Monday – Thursday
- 9:00am – 4:00pm Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
One Licence Pty Ltd
AFSL 535095