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.
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 provides
- Wealth Management
- Retirement planning and business sales
- Self-managed superannuation funds
- Insurance advice
- Succession and estate planning
- Australian Financial Planner (AFP®)
- Diploma of Financial Planning (Kaplan)
- Bachelor of Economics (University of Adelaide)
- Bachelor of Finance (University of Adelaide)