Founder And Senior Financial Adviser
New Era Financial Planning
AeroLeads people directory · profile
Daniel Thompson Email & Phone Number
Founder and Senior Financial Adviser
at
New Era Financial Planning
1 work email found
@wps.com.au
1 phone found area 143
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
New Era Financial Planning
Role
Founder and Senior Financial Adviser
Location
Wollongong, New South Wales, Australia
Who is Daniel Thompson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Thompson is listed as Founder and Senior Financial Adviser at New Era Financial Planning, based in Wollongong, New South Wales, Australia. AeroLeads shows a work email signal at wps.com.au, phone signal with area code 143, and a matched LinkedIn profile for Daniel Thompson.
Daniel Thompson previously worked as Founder & Senior Financial Adviser at New Era Financial Planning and Partner & Financial Adviser at Finnacle. Daniel Thompson holds Master’S Degree, Applied Finance (Financial Planning), Distinction from Charles Sturt University.
Company email context
Email format at New Era Financial Planning
This section adds company-level context without repeating Daniel Thompson's masked contact details.
{first_initial}{last}@wps.com.au
86% confidence
AeroLeads found 1 current-domain work email signal for Daniel Thompson. Compare company email patterns before reaching out.
Profile bio
About Daniel Thompson
Having grown up and lived in different parts of Australia, from the outback to the city, I found that one thing that was common to many: financial problems. I decided that I wanted to help and educate people in this area to alleviate as much of these stresses as possible, and I am lucky that money & personal finance is one of the few things that I am good at.Financial Planning has undergone huge changes recently and will continue to evolve, and I enjoy being at the forefront of this. Life can be complex, while at the same time there have never been as many opportunities as we have now. My aim is to help people achieve financial freedom, however they define it. It might be finishing work at 55 and spending time fishing and with the kids, it might be starting your own business or volunteering knowing that you have financial support in place for the rest of your life.In working through life's complexities I can promise 3 things:SimplicityAuthenticity, andTransparencyIf you have any questions or would like to catch up for a chat, give me a call on 0438 947 035 or email me at daniel@finnacle.com.auwww.finnacle.com.au
Listed skills include Strategic Financial Planning, Portfolio Management, Investments, Wealth Management, and 17 others.
Current workplace
Daniel Thompson's current company
Company context helps verify the profile and gives searchers a useful next step.
New Era Financial Planning
5 roles
Daniel Thompson work experience
A career timeline built from the work history available for this profile.
Founder & Senior Financial Adviser
Current
New Era Financial Planning
Oct 2024 - Present
Partner & Financial Adviser
At Finnacle, our vision is to help Australians improve their lives by simplifying their money decisions at an affordable price for all. We integrate technology and people to give the next generation of Australians unlimited access to a team of financial experts.Finnacle was created to be an affordable & accessible way for Australians aged 20-45 to access.
Feb 2020 - Nov 2024
Financial Adviser
Providing holistic advice to ANZ customers regarding their personal financial needs. The role involves providing quality advice to a range of clients, such as superannuation advice, pre- and post-retirement planning, wealth creation (involving debt management, investments and gearing strategies where appropriate) and risk management strategies.We also.
Dec 2011 - Feb 2020
Client Manager / Financial Adviser
Wps Financial Group (Now Anne Street Partners)
Started my apprenticeship on the phones booking clients in for our planners to go out and see. From here I progressed up to a client manager role where I conducted first appointments with clients in home or in the office. I then became an adviser, where I was able to provide holistic advice to clients regarding their cash flow, debt reduction, wealth.
Mar 2010 - Nov 2011
5 education records
Daniel Thompson education
Master’S Degree, Applied Finance (Financial Planning), Distinction
Bachelor Of Economics & Commerce, Economics, Finance, Banking, Business Law
Advanced Diploma Financial Planning
Kaplan Professional
Diploma Financial Services (Fp)
Kaplan Professional
Bachelor Of Commerce - Bcom
FAQ
Frequently asked questions about Daniel Thompson
Quick answers generated from the profile data available on this page.
What company does Daniel Thompson work for?
Daniel Thompson works for New Era Financial Planning.
What is Daniel Thompson's role at New Era Financial Planning?
Daniel Thompson is listed as Founder and Senior Financial Adviser at New Era Financial Planning.
What is Daniel Thompson's email address?
AeroLeads has found 1 work email signal at @wps.com.au for Daniel Thompson at New Era Financial Planning.
What is Daniel Thompson's phone number?
AeroLeads has found 1 phone signal(s) with area code 143 for Daniel Thompson at New Era Financial Planning.
Where is Daniel Thompson based?
Daniel Thompson is based in Wollongong, New South Wales, Australia while working with New Era Financial Planning.
What companies has Daniel Thompson worked for?
Daniel Thompson has worked for New Era Financial Planning, Finnacle, Anz, and Wps Financial Group (Now Anne Street Partners).
How can I contact Daniel Thompson?
You can use AeroLeads to view verified contact signals for Daniel Thompson at New Era Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Daniel Thompson attend?
Daniel Thompson holds Master’S Degree, Applied Finance (Financial Planning), Distinction from Charles Sturt University.
What skills is Daniel Thompson known for?
Daniel Thompson is listed with skills including Strategic Financial Planning, Portfolio Management, Investments, Wealth Management, Retirement Planning, Finance, Risk Management, and Wealth.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Daniel Thompson you were looking for.
View similar profiles
