Head of Advice
MFinPlan
Recognising my successful completion of the Aged Care Steps. Accredited Aged Care Professional™ program and becoming qualified to deliver high-quality aged care advice.
Daniel has completed the Aged Care Steps Accredited Aged Care Professional™ program, recognised as the industry benchmark for aged care advice training. This enhances our ability to support clients and families with the financial considerations involved in home care and residential aged care decisions.
Can’t see the forest for the trees? There are many different aspects to our personal finances. Do you have the time and expertise to focus on them all whilst also managing your big picture?
In my role as Head of Advice, I am responsible for facilitating and supporting the delivery of quality financial advice to all clients of Forest Wealth. This involves ensuring that every piece of advice provided is tailored, comprehensive, and aligned with our clients’ best interests. My role is pivotal in maintaining the high standards of our advisory services, ensuring that our clients receive the best possible guidance to achieve their financial goals.
Since 2001, I have been immersed in the financial services industry, gaining solid strategic, technical, and product knowledge around various financial strategies for all stages of life. My experience spans roles within wealth and insurance companies, a major bank, and boutique advice firms, giving me a depth of industry knowledge and insight.
As a Financial Adviser with many years of experience, I understand that everyone has different needs and wants in life. Therefore, each of my clients receives a strategy and service tailored specifically to them. Common goals such as more tax-effective strategies, being more active with superannuation and investments, protecting family and wealth, and having confidence that everything is going to be okay form the foundation of my advice. This ensures we plan for the future while enjoying life along the way.
Staying current with the latest education requirements is important to me, which is why I hold a Master of Financial Planning. Additionally, ongoing professional development, seminars, and targeted learning help me keep up to date with legislation, markets, economics, strategies, and products.
On a personal note, I live in Berowra Heights with my beautiful wife Andrea, and our young son, Aksel. We enjoy playing and pottering around the house and garden, and holidays whenever we can. Balancing family life with my professional commitments gives me a unique perspective on the importance of financial planning for families.
I continue to love my regular golf and tennis matches, as well as walking with Aksel and our first born, Richie (the 20kg Cavoodle).
Your financial well-being is my priority. Book your appointment today and take the first step towards a confident and secure financial future.
