Daniel joined Homestead Financial Group in 2011 as a Financial Adviser and has been serving the firm with dedication and commitment. He progressed within the company and was appointed as a Director in 2017.
As a trusted adviser, Daniel understands that financial decisions can be complex and overwhelming. He sees his role as a guide and educator, helping his clients to navigate the financial landscape and make informed decisions that align with their goals and values.
Daniel is passionate about empowering his clients to take control of their financial future, and he believes that everyone can benefit from professional financial advice. He takes a client-first approach, listening to their needs and tailoring his advice to their unique circumstances. His expertise lie in the areas of retirement planning, superannuation, Centrelink advice, and managed investments.
Outside of work, Daniel values spending time with his loved ones. He enjoys socialising with friends and cherishes the time he spends with his family. He is an avid movie enthusiast and enjoys watching films of all genres. In addition, Daniel is a passionate football fan and follows the world game closely. Daniel is a proud long-standing member of the Melbourne Victory Football Club.
Expertise
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 17
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Homestead Financial Group Pty Ltd
Unit 1, 19 Synnot StWerribee, VIC 3030
Meeting methods
- In person
- Phone
- Video call
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706