Daniel Morcombe Email & Phone Number

I am an experienced financial planner and personal risk advisor at Omnis Financial Group. I help business owners, medical specialists and retirees to manage their often-complex financial affairs to build and protect their wealth. As business owners and medical specialists, my clients experience considerable time pressure. As high earners, they have financial complexity that regularly traverses personal and business matters; and in retirement, my clients require advice for reliable income streams and wealth protection strategies. I qualified as a financial adviser in 2002. I am experienced and build strong and genuine personal relationships. I take a ‘clients for life’ approach and aim to make real difference. I am driven to truly understand my clients, their values and financial situation and this can often uncover important matters - some with life changing impacts. Most notably, as a result of my diligent fact-finding approach, I identified an unclaimed trauma benefit for $720,000 that allowed a new client to become financially secure following a difficult time caused by serious illness. I understand that wealth means different things to different people. By defining what money represents for each individual, I establish a platform upon which a truly bespoke financial plan can be built. Flexibility is the key and offering the opportunity to reset plans to accommodate changing needs, while helping clients to maintain the financial discipline necessary for achieving the goals that make their life meaningful. I’m practical and I understand complex financial matters. I consider myself a ‘financial project manager’ integrating my clients’ personal financial affairs with their business matters which include strategies for superannuation; investments; personal risk; budgeting; savings; lending; debt management; tax efficiencies and estate planning. I’m accessible. I return calls and emails promptly.

Listed skills include Estate Planning, Financial Advisory, Pensions, Retirement Planning, and 18 others.