Danielle has a long history at SWA Financial Planning first joining the firm in 1996. Alongside holding a Bachelor of Commerce (Accountancy & Management) and Diploma of Financial Planning she is qualified as a CPA Financial Planning Specialist and a CFP. As a senior financial adviser, Danielle provides comprehensive financial planning advice to new and existing SWA clients.

 

Danielle endeavours for perfection in her work and in the work of her colleagues – her attention to detail being second to none. She is a fierce defender and champion of her clients’ interests ever looking to ensure each one receives the highest level of service and most appropriate financial advice in all circumstances.

 

Danielle often presents at SWA investment seminars on the topic areas of superannuation, tax, estate planning, strategic and technical issues in financial planning and legislative changes.

 

Outside of work Danielle enjoys spending time in the outdoors with her family.