Daniel has been at SWA Financial Planning since 1999. Equipped with a Bachelor in Commence (Economics) from the University of Wollongong, Masters of Commerce (Financial Planning) from the University of Western Sydney and CFP certification, he works as a senior financial adviser providing holistic financial advice to new and existing clients.

 

Being a skilled presenter, Daniel regularly speaks at investment seminars on topics including economics, investment markets, tax, strategic and technical issues in financial planning and on legislative changes.

 

Daniel is also a member of the SWA Investment Committee involved in researching and approving fund managers for our approved investment list. He played a key role in the development and successful implementation of SWA’s direct share portfolios.

 

Outside of work, Daniel is a board member for a Charitable Foundation and following a long career playing cricket, he is now enjoying coaching junior Illawarra representative teams.