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Contact Daniel

E: [email protected]
T: +61 8 9261 9410

Daniel Purslowe
Financial Planner - Perth


Offices : Albany, Bunbury, Katanning, Manjimup, Narrogin, Perth
Service : Wealth Management Services
Biography

Daniel is a financial planner based at RSM in Perth. He started in the financial planning industry in 2005 and joined the firm in 2015 as a financial planner. He enjoys working in partnership with people who are motivated to create a better lifestyle for themselves and their family. Daniel aims to build long term relationships with his clients and provide clear advice that has a meaningful impact in their lives. 

Each of us have our own vision for a better lifestyle and Daniel believes his role is to understand that unique vision, to create a personalised roadmap to assist in reaching your goals and provide ongoing guidance to ensure that you can stay on track, even when your circumstances change. 

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

Solutions Daniel provides

Daniel provides advice in all areas of financial planning and specialises in the following areas:

  • harnessing your income
  • protecting what you already have
  • building savings and investments
  • personalising superannuation
  • preparing for and managing retirement
  • education and support

Professional associations

  • Financial Planning Association (FPA)

Qualifications

  • Bachelor of Commerce – Economics and Financial Planning (Curtin University)
Publications

Downsizer Contributions - your choice of super fund matters

29 October 2019
You’re thinking about moving home and expect to have some remaining funds after the move. You know about the downsizer contribution rule, you’ve read a few articles and you’re ready to go. Before you go any further, here's a few questions you might not have thought about. Can you contribute to your existing superannuation fund? Is you...
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De facto relationships and your super

17 May 2018
It’s a fact that many people are living in longer-term de facto relationships than in the past. Longer engagements, second marriages and older couples forming relationships in their golden years are all contributing to this trend. The reality is that not everyone believes, or wants to engage in, the formal binds of marriage and instead ch...
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Superannuation contribution opportunities and traps

10 August 2017
The first issue to be aware of is the reduction in super contribution limits that start from 1 July 2017. Concessional contributions (This includes your employer contributions, salary sacrifice and personal deductible contributions) have been lowered from $35,000 or $30,000 to $25,000 per annum. Non-Concessional contributions Have been...
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Self Employed - Boost Your GESB Super with PAYG from the WA State Government

26 June 2017
If you are a former employee of the WA State Government and now earn your living through your own business, you’ve probably been enjoying some of the pay-offs of the contributions rules afforded to you as a result of being a member of the GESB West State Super Fund. If you’re not sure what we're referring to, check out our article &...
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Impending Superannuation Changes

22 June 2017
On the eve of the new financial year let’s take a look back on some of the key Superannuation Changes that will begin to affect people from 1st of July 2017. In some cases, you’ll need to take action well before then. Here’s a quick rundown of the four biggest Superannuation Changes starting on the 1st of July 2017 and some hints ...
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Last Chance to Sell Down Chunky Investments for Retirement Using GESB West State

9 June 2017
Do the latest changes to Super present the last opportunity for former WA State Government employees, to capitalise on their West State Super before retiring? We have been working with numerous self-employed people, including former employees of the WA State Government, to help them maximise the Super Fund balances for retirement. ...
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How to crystallise your tax free benefits in GESB West State before it’s too late!

26 May 2017
It’s been argued that superannuation could be considered to be your number one investment asset heading into retirement. After your residential home, which for most is a lifestyle asset rather than investment, we are all looking towards superannuation savings or Centrelink to fund our retirement. For this reason it’s important to be able ...
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Last chance for self-employed to maximise super contributions to GESB

8 May 2017
If you’re a doctor, engineer or teacher who has previously worked for the West Australian State Government, you may be aware of the changes to superannuation that will significantly impact one of the best retirement strategies available to you since John Howard’s $1m boom. If you have no idea what your GESB West State Super Fund could b...
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Superannuation is not an investment

16 May 2016
“I don’t like super!” – Dave (not his real name) A common complaint heard by financial advisers but what is it that Dave doesn’t like about superannuation? The misconception is that super “IS” the investment. The truth is that super is only a tax structure that holds investments, in the same way that a company, family trust or ...
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Increased life expectancy

11 September 2015
Australians are staying active and living longer than previous generations, almost 25 years longer. That should be great news. 25 more years to spend with our children and enjoy our grandchildren, to finally travel to Italy and test our high school Italian or to start working on that project we’ve never quite found the time to get around to. All ...
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