Head Of Wealth Protection
Current
Jul 2024 - Present
AeroLeads people directory · profile
Dan Walsh Email & Phone Number
Head of Wealth Protection
at
Invest Blue
1 work email found
@tailoredwealth.com.au
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Wealth Protection
Location
Newcastle, New South Wales, Australia
Company size
Who is Dan Walsh? Overview
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Quick answer
Dan Walsh is listed as Head of Wealth Protection at Invest Blue, a with 74 employees, based in Newcastle, New South Wales, Australia. AeroLeads shows a work email signal at tailoredwealth.com.au and a matched LinkedIn profile for Dan Walsh.
Dan Walsh previously worked as Advice & Compliance Coach at Invest Blue and Founder at Tailored Wealth Pty Ltd. Dan Walsh holds Cfp, Financial Planning from Fpa Australia.
Company email context
Email format at Invest Blue
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*@tailoredwealth.com.au
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AeroLeads found 1 current-domain work email signal for Dan Walsh. Compare company email patterns before reaching out.
Profile bio
About Dan Walsh
Dan Walsh is a Head of Wealth Protection at Invest Blue. He possess expertise in wealth, financial advisory, superannuation, financial planning, strategic financial planning and 36 more skills. Colleagues describe him as "Daniel is a person that is easy to understand. If you don't know that much about financial advisers, contact Daniel. The process's and structures that have been developed will help you secure a great future before and after retirement. Daniel will explain and go through everything in every day language. Highly recommended for financial planning and SMSF structuring." and "I have referred a number of clients to Daniel and they have been extremely happy with his services. I do not usually recommend financial planners. However, Daniel actually works for the benefits of his clients and provides great advice and direction."
Listed skills include Wealth, Financial Advisory, Superannuation, Financial Planning, and 37 others.
Current workplace
Dan Walsh's current company
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Invest Blue
4 roles
Dan Walsh work experience
A career timeline built from the work history available for this profile.
Advice & Compliance Coach
Sep 2022 - Jul 2024
Founder
My journey into the financial advice industry actually started when I was a teenager. Mum and dad were small business owners. Dad drove a truck and mum ran day to day operations. I was fortunate to grow up on a loving home and my siblings and I never went without. That said, there was always angst in our house when it came to money. The truck lease, the fuel bill, the tyres, taxation & insurance. This was all before you got to the mortgage and raising 3 kids. You do not understand it… Show more My journey into the financial advice industry actually started when I was a teenager. Mum and dad were small business owners. Dad drove a truck and mum ran day to day operations. I was fortunate to grow up on a loving home and my siblings and I never went without. That said, there was always angst in our house when it came to money. The truck lease, the fuel bill, the tyres, taxation & insurance. This was all before you got to the mortgage and raising 3 kids. You do not understand it all as a teenager but you know issues were there. When designing my life, I reflected upon all of this. I recall thinking…. If I could help others avoid the traps and pitfalls my parents fell into (whatever they were) then maybe I might like that. Hence why I do what I do today. I provide advice across 3 key categories to individuals and business owners across the country: • Wealth Creation • Superannuation & Retirement Planning • Wealth Protection (Insurance) Accreditation: • I am a Certified Financial Planner CFP® • Accredited Self-Managed Superannuation Specialist (SMSF)• Accredited Direct Equity Specialist • Member of the Financial Planning Association of Australia (FPA) Show less
Sep 2011 - Sep 2022
Financial Adviser
Genesys Weath Advisers Maitland
Investment Portfolio Construction SMSF Strategy Personal Insurance Corporate Superannuation Estate Planning
Jul 2000 - Sep 2011
Team & coworkers
Colleagues at Invest Blue
Other employees you can reach at investblue.com.au. View company contacts for 74 employees →
DM
David Mcdowell
Colleague at Invest BlueArmidale, New South Wales, Australia
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JB
Jonathon Bevan
Colleague at Invest BlueVarsity Lakes, Queensland, Australia
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RP
Rob Pollard
Colleague at Invest BlueKellys Plains, New South Wales, Australia
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RB
Regina Batten
Colleague at Invest BlueDubbo, New South Wales, Australia
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AP
Amanda Pollock
Colleague at Invest BlueGreater Sydney Area, Australia
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SF
Steve Fort
Colleague at Invest BlueTerrigal, New South Wales, Australia
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DJ
Daryl John Tenefrancia
Colleague at Invest BlueMetro Cebu, Central Visayas, Philippines
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PG
Peter Griffith
Colleague at Invest BlueGreater Sydney Area, Australia
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CC
Courtney Cooper
Colleague at Invest BlueBrisbane, Queensland, Australia
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DM
Danny Murch
Colleague at Invest BlueGreater Newcastle Area, Australia
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David Mcdowell
Colleague at Invest BlueArmidale, New South Wales, Australia
View →
JB
Jonathon Bevan
Colleague at Invest BlueVarsity Lakes, Queensland, Australia
View →
RP
Rob Pollard
Colleague at Invest BlueKellys Plains, New South Wales, Australia
View →
RB
Regina Batten
Colleague at Invest BlueDubbo, New South Wales, Australia
View →
AP
Amanda Pollock
Colleague at Invest BlueGreater Sydney Area, Australia
View →
SF
Steve Fort
Colleague at Invest BlueTerrigal, New South Wales, Australia
View →
DJ
Daryl John Tenefrancia
Colleague at Invest BlueMetro Cebu, Central Visayas, Philippines
View →
PG
Peter Griffith
Colleague at Invest BlueGreater Sydney Area, Australia
View →
CC
Courtney Cooper
Colleague at Invest BlueBrisbane, Queensland, Australia
View →
DM
Danny Murch
Colleague at Invest BlueGreater Newcastle Area, Australia
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2 education records
Dan Walsh education
Cfp, Financial Planning
Fpa Australia
Adfs Fp, Finanical Planning
Deakin University / Kaplan
FAQ
Frequently asked questions about Dan Walsh
Quick answers generated from the profile data available on this page.
What company does Dan Walsh work for?
Dan Walsh works for Invest Blue.
What is Dan Walsh's role at Invest Blue?
Dan Walsh is listed as Head of Wealth Protection at Invest Blue.
What is Dan Walsh's email address?
AeroLeads has found 1 work email signal at @tailoredwealth.com.au for Dan Walsh at Invest Blue.
Where is Dan Walsh based?
Dan Walsh is based in Newcastle, New South Wales, Australia while working with Invest Blue.
What companies has Dan Walsh worked for?
Dan Walsh has worked for Invest Blue, Tailored Wealth Pty Ltd, and Genesys Weath Advisers Maitland.
Who are Dan Walsh's colleagues at Invest Blue?
Dan Walsh's colleagues at Invest Blue include David Mcdowell, Jonathon Bevan, Rob Pollard, Regina Batten, and Amanda Pollock.
How can I contact Dan Walsh?
You can use AeroLeads to view verified contact signals for Dan Walsh at Invest Blue, including work email, phone, and LinkedIn data when available.
What schools did Dan Walsh attend?
Dan Walsh holds Cfp, Financial Planning from Fpa Australia.
What skills is Dan Walsh known for?
Dan Walsh is listed with skills including Wealth, Financial Advisory, Superannuation, Financial Planning, Strategic Financial Planning, Retirement Planning, Estate Planning, and Investments.
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