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Contact Daniel

E: [email protected]
T: +61 8 8232 3000

Daniel Cundy
Financial Planner - Adelaide


Offices : Adelaide, Port Lincoln
Service : Wealth Management Services
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. With his strong attention to detail his financial plans are clear and concise to ensure that his clients are comfortable and confident in making their financial decisions, no matter what stage of life. 

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

solutions daniel provides

While Daniel advises in all areas of financial planning, his areas of specialisation include superannuation, retirement planning, share portfolio construction and management and insurance advice.

Daniel provides financial planning services to clients in Adelaide, Port Lincoln and across South Australia.

professional associations

  • Financial Planning Association (FPA)

REGISTRATIONS

  • Australian Financial Planner (AFP®)

Qualifications

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

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...
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Real costs of retail insurance cover

25 August 2015
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...
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Preservation age and building retirement savings

25 May 2015
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 bein...
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Group insurance cover and occupation ratings

25 March 2015
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 superan...
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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 ...
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