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@hesta.com.au
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Daniel Callaghan is listed as Financial Planner at HESTA at HESTA, a company with 327 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at hesta.com.au and a matched LinkedIn profile for Daniel Callaghan.
Daniel Callaghan previously worked as Financial Planner (QLD/NSW) at Hesta and Financial Planner at Maritime Super. Daniel Callaghan holds Certified Financial Planner (Cfp), Financial Planning And Services from Financial Planning Association (Fpa).
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AeroLeads found 1 current-domain work email signal for Daniel Callaghan. Compare company email patterns before reaching out.
Daniel Callaghan is a Financial Planner at HESTA at HESTA. He possess expertise in investments, portfolio management, risk management, retirement planning, wealth management and 8 more skills.
Listed skills include Investments, Portfolio Management, Risk Management, Retirement Planning, and 9 others.
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A career timeline built from the work history available for this profile.
Brisbane, Australia
Completion of the full financial planning process from initial client meeting to needs analysis, strategy development, Statement of Advice (SoA) presentation, strategy implementation and ongoing review. Strategies dealt with include: Wealth creation, superannuation (accumulation and defined benefits), pensions, personal insurance, taxation, Centrelink.
Sydney, Australia
Dedicated fund financial planner for the Central Coast, Hunter Valley and Northern NSW regions from July 2013. Completion of the full financial planning process from initial client meeting to needs analysis, strategy development, Statement of Advice (SoA) construction, presentation and implementation. Presenting at seminar events. Strategies/Products dealt.
London, United Kingdom
Leading financial meetings with the shareholders, senior management and other key stakeholders in small to medium sized companies (£500k - £50M turnover) seeking disposal of their businesses. Analysis of statutory and in-house financial reports to determine the quality and stability of underlying earnings and to calculate adjusted historic.
Sydney, Australia
Cash flow and balance sheet analysis of financial statements for entities including sole traders/partnerships, limited companies and publicly listed companies.Developing and enhancing long term relationships with business introducers including finance brokers, accountants and financial planning firms.Creation of written reports and analysis for senior.
Other employees you can reach at hesta.com.au. View company contacts for 327 employees →
Anthony Fazzolari
Colleague at Hesta
Melbourne, Victoria, Australia, Australia
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CE
Cameron Edwards
Colleague at Hesta
Sydney, New South Wales, Australia, Australia
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CB
Christopher Benson
Colleague at Hesta
Melbourne, Victoria, Australia, Australia
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RT
Rayner Tai
Colleague at Hesta
Greater Melbourne Area, Australia
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HJ
Huey Jiang
Colleague at Hesta
Melbourne, Victoria, Australia, Australia
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PS
Purvi Shah
Colleague at Hesta
Greater Melbourne Area, Australia
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TL
Tara L.
Colleague at Hesta
Melbourne, Victoria, Australia, Australia
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MK
Michelle Kearney
Colleague at Hesta
Greater Melbourne Area, Australia
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JC
Jodie Chadwick
Colleague at Hesta
Melbourne, Victoria, Australia, Australia
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JS
Jon Standen
Colleague at Hesta
Geelong, Victoria, Australia, Australia
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Quick answers generated from the profile data available on this page.
Daniel Callaghan works for HESTA.
Daniel Callaghan is listed as Financial Planner at HESTA at HESTA.
AeroLeads has found 1 work email signal at @hesta.com.au for Daniel Callaghan at HESTA.
Daniel Callaghan is based in Greater Sydney Area, Australia, Australia while working with HESTA.
Daniel Callaghan has worked for Hesta, Maritime Super, Bcms, and Macquarie Group.
Daniel Callaghan's colleagues at HESTA include Anthony Fazzolari, Cameron Edwards, Christopher Benson, Rayner Tai, and Huey Jiang.
You can use AeroLeads to view verified contact signals for Daniel Callaghan at HESTA, including work email, phone, and LinkedIn data when available.
Daniel Callaghan holds Certified Financial Planner (Cfp), Financial Planning And Services from Financial Planning Association (Fpa).
Daniel Callaghan is listed with skills including Investments, Portfolio Management, Risk Management, Retirement Planning, Wealth Management, Insurance, Retirement, and Aged Care Planning.
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