Daniel Stefanetti Email & Phone Number

Daniel is a Director/Partner of Grimsey Wealth with 20 years experience in assisting medical and dental professionals with their financial planning needs. His specialist expertise in all areas of wealth creation enable him to achieve a wide range of positive outcomes for his clients. Daniel has a strong belief that his clients need to be financially educated to enable them to make informed decisions which is a key focus during the relationship he has with his clients. Daniel is passionate about using his knowledge and experience to bring financial order to the world of his clients.Daniel holds a Bachelor of Business in Financial Planning and a Diploma in Financial Services. Daniel was one of the youngest financial planners in the industry to achieve the internationally recognised, CFP® certification which is the highest level of certification that a financial planner can achieve. Importantly Daniel has a proven track record of working with clients that are all stages in their career whether that be newly graduated or in retirement. Specialities - Banking and Finance- Wealth Creation - Superannuation and Retirement Planning- Risk Protection- Cash Flow and Business Management

Listed skills include Financial Planning, Superannuation, Portfolio Management, Management, and 13 others.