Daniel Perkins

Daniel Perkins Email and Phone Number

Director and Principal Adviser at True North Financial Advice Pty Ltd @ True North Financial Advice Pty Ltd
Daniel Perkins's Location
Sydney, New South Wales, Australia, Australia
Daniel Perkins's Contact Details

Daniel Perkins work email

Daniel Perkins personal email

n/a
About Daniel Perkins

I have been financial planning professional since 2001. I provide comprehensive financial advice to help my clients build and protect their wealth. I take time to understand my clients and use my experience and knowledge to help them achieve their goals.I am the Founder and Principal/Senior Financial Planner of True North Financial Financial Advice Pty LtdI am a Certified Financial Planner (CFP) with the Financial Planning Association and an accredited Adviser with the SMSF Association (SSA). I have also completed a Masters of Business Administration (MBA) with a Finance and Investment specialisation.I can be contacted at daniel@tnwealth.com.au or 0414574557

Daniel Perkins's Current Company Details
True North Financial Advice Pty Ltd

True North Financial Advice Pty Ltd

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Director and Principal Adviser at True North Financial Advice Pty Ltd
Daniel Perkins Work Experience Details
  • True North Financial Advice Pty Ltd
    Director And Principal Adviser
    True North Financial Advice Pty Ltd Aug 2020 - Present
    Sydney, New South Wales, Australia
    I provide comprehensive tailored financial advice to help clients build and protect their wealth. I take time to understand client’s needs and then use his experience and knowledge to work with them to achieve their goals.
    View
  • National Australia Bank
    Principal At Nab Financial Planning Chatswood Pty Ltd
    National Australia Bank May 2017 - Aug 2020
    Chatswood
    I am the Principal/Senior Financial Planner of NAB Financial Planning Chatswood Pty Ltd.
    View
  • National Australia Bank
    Senior Financial Planning Manager
    National Australia Bank Oct 2001 - Apr 2017
    Chatswood & Hornsby
    View
  • Royal Australian Navy
    Officer Ran
    Royal Australian Navy Jan 1994 - Jan 2002
    View

Daniel Perkins Skills

Superannuation Wealth Management Retirement Planning Investments Personal Protection Self Managed Super Strategic Financial Planning Portfolio Management Wealth Management Leadership Mentoring Risk Management Relationship Management Financial Advisory Pensions Retail Banking Insurance Financial Risk Finance Wealth Accumulation Income Protection Financial Services Banking Stakeholder Management Business Relationship Management

Daniel Perkins Education Details

Frequently Asked Questions about Daniel Perkins

What company does Daniel Perkins work for?

Daniel Perkins works for True North Financial Advice Pty Ltd

What is Daniel Perkins's role at the current company?

Daniel Perkins's current role is Director and Principal Adviser at True North Financial Advice Pty Ltd.

What is Daniel Perkins's email address?

Daniel Perkins's email address is da****@****.com.au

What schools did Daniel Perkins attend?

Daniel Perkins attended Western Sydney University, University Of New South Wales, Deakin University, Financial Planning Association, -, -.

What are some of Daniel Perkins's interests?

Daniel Perkins has interest in Rugby, Boating, Fishing.

What skills is Daniel Perkins known for?

Daniel Perkins has skills like Superannuation, Wealth Management, Retirement Planning, Investments, Personal Protection, Self Managed Super, Strategic Financial Planning, Portfolio Management, Wealth, Management, Leadership, Mentoring.

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