About Daniel

Daniel makes it the core of his business to get to know his clients, their situation and their needs. This in-depth knowledge and understanding enables him to provide clients with tailored goal-based financial planning strategies and advice.

He ensures his clients feel confident of their financial future and enjoy the lifestyle of their choice by providing evidence-based advice and financial modelling of scenarios on how their goals will be achieved.

Education and experience

• Certified Financial Planner CFP®
• Bachelor of Commerce (UQ)
• Graduate Diploma in Financial Planning
• Graduate Diploma in Applied Finance and Investment
• Member, Financial Planning Association of Australia

Daniel has more than 15 years’ experience as a Private Wealth Adviser at Shadforth and enjoys working with clients to assist them in making smart financial decisions through all stages of their life and professional career cycles.

Daniel specialises in providing financial advice to:

• Medical specialists at all stages of their career
• High net worth professionals and executives with complex structures and earning profiles.
• Wealthy family groups planning the transition of assets to the next generation.

In 2017 and 2018, Daniel was recognised by Barron as one of Australia's Top 50 Financial Advisers. In 2018, he also received the accolade of being named in the Financial Standard Power 50 advisers in Australia. In 2011, 2012 and 2013, Daniel qualified for the prestigious AFR Smart Investor Top 50 Masterclass award for financial planning.

Outside of work

Away from work, Daniel enjoys getting out on the water in any way he can. Although he shares many investment secrets with clients, he’s yet to share his secret fishing spots. He is married with three young children.

What my clients say

"Daniel's calm, considered and consistent approach to advice ensures clients have a strong sense of security and confidence and their investments are being handled wisely."