Daniel Wilson Email & Phone Number

I love working with people, and I love working with numbers which is why being a Financial Adviser is the perfect job for me!As part of a great team, I work closely with clients to help them work through the different phases of their financial journeys. So, what does that actually involve?- I work with individuals, like you, providing comprehensive financial plans that outline strategies to achieve your goals, including retirement planning, investment strategies, risk management, estate planning and tax planning. We present these plans to you in a detailed document called a ‘Statement of Advice’.- I meet with clients at least once a year for a ‘Progress Meeting’ to review and update their financial plans based on life changes—like career moves, marriage, or retirement—ensuring the plan remains relevant and effective. - We handle the implementation of your plans, allowing you to focus on what you enjoy most. Leave the paperwork to us! - We coordinate with your network of professionals, such as accountants, mortgage brokers, and lawyers, to ensure everyone is aligned and working toward your financial success. - We're always just an email or a call away, offering ongoing support without the worry of being charged for every inquiry.A little more about me: With over 12 years in the industry, I’ve earned the Certified Financial Planner (CFP®) designation and hold a Bachelor of Commerce (BCom) in Financial Planning, Finance, and Accounting from Deakin University. I’m enthusiastic about many topics, but when it comes to sports, I could talk all day. As a passionate Bulldogs supporter in the AFL, I promised myself to never to be out of Victoria in September again after missing the 2016 Grand Final.Family and friends are so important to me and I make to I prioritise spending time with them outside of work. Financial planning is about so much more than generating returns or saving on taxes; it's about genuinely understanding people’s situations and what they want to achieve in life. I love playing a small role in helping individuals work towards their goals. If you’d like to chat, please reach out—I’d love to discuss how we can set you up for a successful future.

Listed skills include Finance, Financial Analysis, Paraplanning, Microsoft Excel, and 12 others.