Daniel Irvine

Daniel Irvine Email and Phone Number

Financial Advisor @ Nestworth
Daniel Irvine's Location
Bowen Hills, Queensland, Australia, Australia
Daniel Irvine's Contact Details

Daniel Irvine work email

Daniel Irvine personal email

n/a

Daniel Irvine phone numbers

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

Daniel Irvine's Current Company Details
Nestworth

Nestworth

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Financial Advisor
Daniel Irvine Work Experience Details
  • Nestworth
    Financial Strategist
    Nestworth Apr 2024 - Present
    Australia
    View
  • Nab
    Case Assessor
    Nab Jul 2023 - May 2024
    Brisbane City, Queensland, Australia
    View
  • Global Consulting Firm
    Senior Case Assessor
    Global Consulting Firm Jun 2020 - Jan 2024
    Brisbane, Queensland, Australia
  • Global Consulting Firm
    Best Interest Duty Assessor & Coach
    Global Consulting Firm Apr 2019 - Jun 2020
    Brisbane, Australia
  • Sovereign Wealth Management
    Credit Adviser
    Sovereign Wealth Management Jul 2012 - Jun 2018
    Lvl 3, 88 Creek Street, Brisbane Qld 4000.
    View
  • Sovereign Wealth Management
    Financial & Investment Strategist
    Sovereign Wealth Management Sep 2008 - Jan 2016
    Brisbane, Australia
    View
  • Encore Wealth
    Financial Adviser
    Encore Wealth Feb 2016 - Dec 2017
    Bowen Hills

Daniel Irvine Skills

Investments Insurance Wealth Management Small Business Superannuation Financial Planning Asset Management Portfolio Management Retirement Planning Equities Asset Allocation Wealth Strategic Financial Planning Strategy Financial Advisory Loans Investment Strategies Financial Services Life Insurance Wealth Management Services Retirement Financial Planners Wealth Accumulation High Net Worth Individuals Relationship Management Financial Modeling

Daniel Irvine Education Details

Frequently Asked Questions about Daniel Irvine

What company does Daniel Irvine work for?

Daniel Irvine works for Nestworth

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

Daniel Irvine's current role is Financial Advisor.

What is Daniel Irvine's email address?

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

What is Daniel Irvine's direct phone number?

Daniel Irvine's direct phone number is +614004*****

What schools did Daniel Irvine attend?

Daniel Irvine attended Kaplan Professional, Kaplan Professional, Deakin University, Qut (Queensland University Of Technology).

What skills is Daniel Irvine known for?

Daniel Irvine has skills like Investments, Insurance, Wealth Management, Small Business, Superannuation, Financial Planning, Asset Management, Portfolio Management, Retirement Planning, Equities, Asset Allocation, Wealth.

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