Daniel Weeks Cfp® Email & Phone Number

I've been involved in the financial services industry for over 18 years. For the past 15 years I've been a financial planner in both banking and private practice. Before this I worked in the real estate, marketing and hardware industries.What this means to you is that I've had exposure to lots of people and ideas from many different industries and backgrounds. I've also met with people from all walks of life who are at different stages of building wealth whether it is through building a property or share portfolio, via managed funds or superannuation. I have an excellent understanding of what works and what doesn't work in building wealth...! So that you can benefit from my experience and 'fast track'​ what you do to achieve financial success and reach your goals.I have a passion for education and have completed an Advanced Diploma in Financial Planning and have gone on to successfully complete a Graduate Certificate in Applied Finance, Graduate Diploma of Financial Planning and a Masters of Applied Finance (Investment Management).I've also completed specialist studies in Self-Managed Superannuation Funds and Gearing and hold the CFP® designation with the Financial Planning Association.I tell you this to impress upon you my commitment to excellence in this industry and in the work I do for my clients. The benefit to you is that you have an adviser that is constantly staying 'ahead of the curve'​I've been working with Mum & Dad investors, small business people and large company CEO's for years through the Bad times and the Good times.So when I talk to you about savings, cash flow management, wealth accumulation and protection..., I come from a place of first-hand experience, not just in my own life and finances, but that of my family and clients. So that I can 'fast track' some quick wins that you can take back home and apply to your own finances straight away!Call me today!

Listed skills include Retirement Planning, Superannuation, Wealth, Financial Advisory, and 24 others.

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  Financial Adviser

  Lowe Lippmann Wealth Advisers

  Sep 2020 - Present - Melbourne, Victoria, Australia