Daniel Mcintosh Email & Phone Number

My experience in the Finance industry has given me the opportunity to grow into a trusted and dedicated Financial Planning professional. I strive to provide top level customer service and exceed expectations of all clients. I deliver this by listening to my clients to understand their pain, worries, goals and objectives to tailor a wealth management strategy to accomplish these aspirations. I have partnered with CFP Financial Planners and CPA Qualified Accountants to ensure business practices, business targets and client satisfaction targets are successfully met. As an experienced Adviser, undertaking the CFP certification, I have been entrusted with senior duties to lead team members, meeting the goals set by management in a timely and supportive manner. Success as a valued team member has ensured I have built rapport with staff, management and customers.Successfully gained the Bachelor of Business Studies, as well as an Advanced Diploma in Accounting, Advanced Diploma of Financial Planning and Certificate IV in Finance and Mortgage Broker.

Listed skills include Estate Planning, Portfolio Management, Financial Advisory, Management, and 12 others.