I have worked in financial services for more than 15 years both in the UK and Australia. I know that maximising the opportunity to generate income whilst creating genuine, long term wealth is challenge for most people. With this in mind, I takes a common sense, strategic approach to providing solutions.
These are designed to give clients the tools, knowledge and ongoing support they need to ensure that they can create the lifestyle that they want to live.
I try to live what I advocate and live with my wife and our two young children on the coast in Victoria and enjoy spending time surfing and camping whenever possible.
Expertise
My fees
I charge a flat dollar fee based on strategy complexity and service level agreed for initial advice and support relationships.
At a glance
- Adviser status Silver
- First year providing advice 2010
- Years of experience 15
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Danton Wealth Strategies
Level 4, 60 Moorabool StGeelong, VIC 3220
Opening hours
- 9:00am – 5:30pm Monday – Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Bursaria Financial Pty Ltd
AFSL 552883