Daniel Friend
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Daniel Friend Email & Phone Number

Principal Advisor at Integral Private Wealth 0499994501 at Integral Private Wealth
Location: Greater Brisbane Area, Australia, Australia 7 work roles 1 school
1 work email found @integralprivatewealth.com.au LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@integralprivatewealth.com.au
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Current company
Integral Private Wealth
Role
Principal Advisor at Integral Private Wealth 0499994501
Location
Greater Brisbane Area, Australia, Australia
Company size
23 employees

Who is Daniel Friend? Overview

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Quick answer

Daniel Friend is listed as Principal Advisor at Integral Private Wealth 0499994501 at Integral Private Wealth, a company with 23 employees, based in Greater Brisbane Area, Australia, Australia. AeroLeads shows a work email signal at integralprivatewealth.com.au and a matched LinkedIn profile for Daniel Friend.

Daniel Friend previously worked as Principal Advisor at Integral Private Wealth and Senior Financial Planner | BT Advice at Bt Financial Group. Daniel Friend holds Bachelor'S Degree, Business/Commerce, General from Griffith University.

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{first}@integralprivatewealth.com.au
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Profile bio

About Daniel Friend

Helping people work towards financial independence through wealth planning and management is my passion. Every clients’ financial position is unique and requires a demonstrated understanding of your current situation, goals and objectives for the future. I really enjoy the client consultation process and getting to understand clients’ goals and objectives by mapping out wealth accumulation strategies to sustain lifestyles through to retirement. Different stages of life also determine the best financial position for you at that time.Whether it’s saving to buy your first home, putting some structure into your superannuation, growing wealth and paying down debt or you’re a pre-retiree wanting to maximise your super in the short term, I have excellent customer testimonials and referrals which have enabled me to build and nurture long term clients and see them through these lifecycle stages.The fact I’m dealing with people’s savings and financial affairs does not escape me, and I take this very seriously. My approach is to treat clients’ investments like I would my own. I pride myself on delivering what we agree, and ensure I remove the ambiguity of any ‘what ifs’. Trusting me with financial options and advice to do the right thing can have a massive impact. We do this by making smart decisions together.I am fascinated by global markets and the impact that has on Australian portfolios. I like to consider each client and their investment strategy and work closely with you to move or invest based on market movements over a period of time.The greatest thank you and reward I receive is when clients refer me to their family and friends. I believe that taking your financial future into your own hands is essential to building smart wealth strategies that will set you and your family’s financial independence for years to come.

Listed skills include Portfolio Management, Wealth Management, Retirement Planning, Financial Services, and 1 others.

Current workplace

Daniel Friend's current company

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Integral Private Wealth
Integral Private Wealth
Principal Advisor at Integral Private Wealth 0499994501
sydney, new south wales, australia
Website
integralprivatewealth.com.au
Employees
23
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7 roles · 27 years

Daniel Friend work experience

A career timeline built from the work history available for this profile.

Senior Financial Planner | Bt Advice

Current
Bt Financial Group

Brisbane, Australia

2012 - Present ~14 yrs 4 mos

Senior Wealth Advisor | Sports And Entertainment Division

Current
Westpac

Brisbane, Australia

Jan 2011 - Present

Senior Financial Advisor

Westpac

Brisbane, Australia

Responsible for selling Risk, Investments, Superannuation and Retirement planning products to Westpac Customers across the Coorparoo, Morningside and Annerley branches.Sales of Risk, Investment products, Superannuation productsSale of Margin Lending ProductsUse of Launchpad and COIN Software to write plansTraining of staff in Financial Planning.

Jul 2006 - Jan 2011

Business Development Manager

Pearson

Amsterdam Area, Netherlands

Pearson Education is a FTSE 100 company and also has the distinguished title of being the World’s largest educational and media publishing company. Pearson EMA has an approximate Turnover of over £300 million pounds. I managed the Technology Products produced by the Higher Education division across Europe, Middle East and Scandinavia. This role is a.

Feb 2004 - Feb 2006

Sales Representative

Pearson Jones Plc

Dublin, Ireland

Responsible for Sales of Educational products into the Irish and Northern Irish market.Responsibilities included:Sales of Academic Textbooks and educational solutions to lecturers Use of electronic media to sell and market Pearson Education textbooksManaging Key Bookshop AccountsClient Relationship ManagementPresenting Products to Customers and Buyers

Mar 2001 - Feb 2004

Human Resources Officer

Kr Darling Downs

Brisbane, Australia

Generalist HR role aimed at managing recruitment and training activities within the organisation.Responsibilities included:Training of Employees (Induction)Creation of Induction Training programTraining of staff in use of PPE etcManagement of Traineeship Program for new employeesRecruitment and Selection of EmployeesGrievance and Disciplinary.

1999 - 2001 ~2 yrs
Team & coworkers

Colleagues at Integral Private Wealth

Other employees you can reach at integralprivatewealth.com.au. View company contacts for 23 employees →

DF Daniel Fochesato Daniel Fochesato Colleague at Integral Private WealthGreater Sydney Area, Australia View → PD Patrick Duke Patrick Duke Colleague at Integral Private WealthGreater Brisbane Area, Australia View → JO Jo Omanski Jo Omanski Colleague at Integral Private WealthAustralia, Australia View → MS Marc Smith Marc Smith Colleague at Integral Private WealthGreater Brisbane Area, Australia View → JW Josh Williams Josh Williams Colleague at Integral Private WealthGreater Brisbane Area, Australia View → AL Andrea Laris Andrea Laris Colleague at Integral Private WealthAustralia, Australia View → KH Kellie Harding Kellie Harding Colleague at Integral Private WealthSydney, New South Wales, Australia, Australia View → JH James Hepburn James Hepburn Colleague at Integral Private WealthBrisbane, Queensland, Australia, Australia View → DS David Simon David Simon Colleague at Integral Private WealthSydney, New South Wales, Australia, Australia View → KR Kerrie R. Kerrie R. Colleague at Integral Private WealthTaigum, Queensland, Australia, Australia View →
1 education record

Daniel Friend education

FAQ

Frequently asked questions about Daniel Friend

Quick answers generated from the profile data available on this page.

What company does Daniel Friend work for?

Daniel Friend works for Integral Private Wealth.

What is Daniel Friend's role at Integral Private Wealth?

Daniel Friend is listed as Principal Advisor at Integral Private Wealth 0499994501 at Integral Private Wealth.

What is Daniel Friend's email address?

AeroLeads has found 1 work email signal at @integralprivatewealth.com.au for Daniel Friend at Integral Private Wealth.

Where is Daniel Friend based?

Daniel Friend is based in Greater Brisbane Area, Australia, Australia while working with Integral Private Wealth.

What companies has Daniel Friend worked for?

Daniel Friend has worked for Integral Private Wealth, Bt Financial Group, Westpac, Pearson, and Pearson Jones Plc.

Who are Daniel Friend's colleagues at Integral Private Wealth?

Daniel Friend's colleagues at Integral Private Wealth include Daniel Fochesato, Patrick Duke, Jo Omanski, Marc Smith, and Josh Williams.

How can I contact Daniel Friend?

You can use AeroLeads to view verified contact signals for Daniel Friend at Integral Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Daniel Friend attend?

Daniel Friend holds Bachelor'S Degree, Business/Commerce, General from Griffith University.

What skills is Daniel Friend known for?

Daniel Friend is listed with skills including Portfolio Management, Wealth Management, Retirement Planning, Financial Services, and Financial Advisory.

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