Daniel Nel, Cfp® Email & Phone Number

As a Certified Financial Planner® authorised to provide financial advice in both Australia and South Africa, I am dedicated to helping individuals achieve their financial goals. With Graduate Diplomas in Financial Planning from both countries and an Advanced Postgraduate Diploma in Investment Planning with a specialisation in asset types and portfolio planning, I bring a wealth of knowledge and expertise to my clients.In addition to my financial planning qualifications, I am also a registered tax practitioner with the South African Revenue Service. I offer advice on estate and investment planning needs to help clients make informed decisions and optimise their tax positions.Through my specialised knowledge of both the Australian and South African financial systems, I provide tailored advice to help individuals navigate the unique challenges of cross-border financial planning. I am committed to sharing my insights and providing useful information to help South African expats make informed financial decisions and achieve their goals.

Listed skills include Retirement Planning, Investment Management, Personal Financial Planning, Estate Planning, and 2 others.