Financial Strategist
Current
Apr 2024 - Present
AeroLeads people directory · profile
Daniel Irvine Email & Phone Number
Financial Advisor
at
Nestworth
1 work email found
@sovereignwealth.com.au
2 phones found area 140
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Daniel Irvine? Overview
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Quick answer
Daniel Irvine is listed as Financial Advisor at Nestworth, based in Bowen Hills, Queensland, Australia. AeroLeads shows a work email signal at sovereignwealth.com.au, phone signal with area code 140, and a matched LinkedIn profile for Daniel Irvine.
Daniel Irvine previously worked as Financial Strategist at Nestworth and Case Assessor at Nab. Daniel Irvine holds Master Of Applied Finance, Investment Management Major from Kaplan Professional.
Company email context
Email format at Nestworth
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{first}.{last}@sovereignwealth.com.au
86% confidence
AeroLeads found 1 current-domain work email signal for Daniel Irvine. Compare company email patterns before reaching out.
Profile bio
About Daniel Irvine
• Certified Financial Planner™ with expert knowledge and 18 years experience in designing and implementing strategies to: Grow; Protect; and Manage Wealth for professionals & small business owners in Brisbane• Focussed on providing proactive financial & investment advice to ensure the achievement of my clients' goals. • My approach is focussed on really understanding each client and implementing strategies which have a high likelihood of success. "Don't think it will work, know it will" • Always interested in working with professionals/small business owers who want to maximise their potential for financial successSpecialties: • Private Wealth Management• Strategic Financial Planning/Advice• Investment Advice• Life insurance and risk management strategies • Cash flow and debt management
Listed skills include Investments, Insurance, Wealth Management, Small Business, and 22 others.
Current workplace
Daniel Irvine's current company
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7 roles
Daniel Irvine work experience
A career timeline built from the work history available for this profile.
Case Assessor
Jul 2023 - May 2024
Senior Case Assessor
Global Consulting Firm
Jun 2020 - Jan 2024
Best Interest Duty Assessor & Coach
Global Consulting Firm
Apr 2019 - Jun 2020
Credit Adviser
Jul 2012 - Jun 2018
Financial & Investment Strategist
Sep 2008 - Jan 2016
Financial Adviser
Encore Wealth
Feb 2016 - Dec 2017
4 education records
Daniel Irvine education
Master Of Applied Finance, Investment Management Major
Kaplan Professional
Diploma Of Finance And Mortgage Broking Management
Kaplan Professional
Diploma Of Financial Planning
Bachelor Of Business, Management
FAQ
Frequently asked questions about Daniel Irvine
Quick answers generated from the profile data available on this page.
What company does Daniel Irvine work for?
Daniel Irvine works for Nestworth.
What is Daniel Irvine's role at Nestworth?
Daniel Irvine is listed as Financial Advisor at Nestworth.
What is Daniel Irvine's email address?
AeroLeads has found 1 work email signal at @sovereignwealth.com.au for Daniel Irvine at Nestworth.
What is Daniel Irvine's phone number?
AeroLeads has found 2 phone signal(s) with area code 140 for Daniel Irvine at Nestworth.
Where is Daniel Irvine based?
Daniel Irvine is based in Bowen Hills, Queensland, Australia while working with Nestworth.
What companies has Daniel Irvine worked for?
Daniel Irvine has worked for Nestworth, Nab, Global Consulting Firm, Sovereign Wealth Management, and Encore Wealth.
How can I contact Daniel Irvine?
You can use AeroLeads to view verified contact signals for Daniel Irvine at Nestworth, including work email, phone, and LinkedIn data when available.
What schools did Daniel Irvine attend?
Daniel Irvine holds Master Of Applied Finance, Investment Management Major from Kaplan Professional.
What skills is Daniel Irvine known for?
Daniel Irvine is listed with skills including Investments, Insurance, Wealth Management, Small Business, Superannuation, Financial Planning, Asset Management, and Portfolio Management.
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