Danny McErvale profile photo

Danny McErvale

Total Wealth Group Pty Ltd

Gold
16 Yrs Experience
Newtown, QLD 4350

Hello, I’m Daniel. You can call me Danny.

I’m a financial adviser who helps people with “RETIRE!!” on their 10-year wish list, figure out the nuts and bolts of how to make that happen.

Whether it’s maximising savings before you retire, or managing income after you’ve hung up your hat, I reckon having a solid but flexible plan, is essential.

Even better, is having someone handle it for you.

I’ve got a Bachelor of Business (Marketing/Administration Management), an Advanced Diploma of Financial Planning, and SMSF and margin lending certifications.

I grew up on a farm in north west Victoria, but have lived in the Toowoomba region for over 30 years — now with my wife, three kids and two doggos. I reckon that qualifies me as a local.

And when I’m not pottering around in the garden, you’ll find me barracking for good ol’ Collingwood (but don’t hold that against me).

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Growing Assets

At a glance

  • Adviser status Gold
  • First year providing advice 2009
  • Years of experience 16
  • Highest qualification
    • Bachelor of Business (Marketing)
  • Language spoken
    • English

Total Wealth Group Pty Ltd

256 Bridge St
Newtown, QLD 4350

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252