Our People

Daniel Cundy
Financial Planner - Adelaide

Biography

Daniel is passionate about building long-term relationships with his clients. He assists people in achieving their financial and lifestyle goals while taking into account their unique circumstances.

Daniel has been advising clients with RSM Financial Services Australia Pty Ltd since 2014.Daniel Cundy is a financial planner and helps to deliver strategies for farming and business clients.

He enjoys building and maintaining long-term trusted relationships with clients, providing holistic planning advice throughout South Australia.

Over the past 5 years, Daniel has taken a focused approach towards servicing regional clients throughout the Eyre Peninsula region developing strategies for farming and business clients.

He frequently works in conjunction with legal and accounting professionals to achieve an outcome which is in the best interests of his clients.

He is experienced in all planning areas including asset protection, debt reduction, wealth creation and retirement planning.


"With constantly changing rules and regulations, superannuation and retirement planning can often be a confusing, stressful and time-consuming exercise. I believe that the strategies, investments, and high-quality service we provide to our clients, sets RSM Financial Services apart as the leading financial advisory firm in South Australia."


RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282

solutions daniel providesDaniel Cundy He is experienced in all planning areas including asset protection, debt reduction, wealth creation and retirement planning.

  • Wealth Management
  • Retirement planning and business sales
  • Self-managed superannuation funds
  • Insurance advice
  • Succession and estate planning

REGISTRATIONS

  • Australian Financial Planner (AFP®)

Qualifications

  • Diploma of Financial Planning (Kaplan) 
  • Bachelor of Economics (University of Adelaide)
  • Bachelor of Finance (University of Adelaide)
Publications

Preservation age and building retirement savings

25 May 2020
Commonly people see their retirement as the time to access their superannuation balances. However, when you can access your super benefits actually depends on your preservation age, which currently stands at age 55. This will be changing with regulations pushing the preservation age up to 60 for people born after 1st of July 1964. This is...

Real costs of retail insurance cover

25 August 2019
Not all insurance covers are perceived in the same light The majority of Australians hold some form of insurance whether it be home and contents, motor vehicle or private health cover. However when it comes to insuring themselves for death, sickness, disability or loss of income, people are reluctant to outlay their hard earned cash. “Perso...

Group insurance cover and occupation ratings

25 March 2018
The majority of superannuation funds have an insurance component, which comes in the form of Life, Total and Permanent Disability or Income Protection Cover. These covers are most commonly ‘Group’ covers which, as the name suggests, cover a group of people communally either with the same employer, in the same profession or with the same super...

New assets test threshold and your aged pension

1 September 2016
For the majority of Australia’s retirees, the Aged Pension provides income support as either a full or part pension. Eligibility is subject to both an income and assets test. These tests are set so that retirees draw down on their own assets to certain levels before they are entitled to any type of social security benefit. The government has r...

What increasing life expectancy means to you

15 March 2015
On average Australians are living longer. The majority of us see this in a positive light as it allows for further life experiences and more time with friends and family. Increasing life expectancy does however come with additional financial concerns, which continue to increase as the gap between retirement age and life expectancy grows. Therefore ...