Daniel specialises in providing wealth management advice to busy professionals, medical specialists and their families.
With over 15 years’ experience in advising private clients, Daniel has mastered the ability to break down complex financial matters into simple practice advice that enables clients to move forward and prosper.
He provides advice on financial planning strategy, building and creating wealth, debt reduction, pre-retirement planning and specialist aged care advice.
Daniel was born and raised in the Hunter Valley and still calls it home with his wife Chantelle and their four children.
Outside of work he enjoys spending time with his family, reading a good book, or listening to alternative music. Daniel also spends his free time studying for his Masters of Financial Planning.
Trust, transparency, openness and honesty are qualities that he values on both a personal and professional level. Fundamentally, Daniel wants to improve the quality of life for individuals and their families.
Daniel thrives when working on complex matters, holding his clients accountable and helping them to achieve more. A key focus is on the relationships he builds with his clients and their families.
Daniel is available to meet with you by appointment in our Lake Macquarie office or by video conference.