Daniel Weeks Cfp®

Daniel Weeks Cfp® Email and Phone Number

Director & Financial Adviser at Lowe Lippmann Wealth Advisers @ Lowe Lippmann Wealth Advisers
Daniel Weeks Cfp®'s Location
Greater Melbourne Area, Australia
Daniel Weeks Cfp®'s Contact Details

Daniel Weeks Cfp® work email

Daniel Weeks Cfp® personal email

n/a
About Daniel Weeks Cfp®

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!

Daniel Weeks Cfp®'s Current Company Details
Lowe Lippmann Wealth Advisers

Lowe Lippmann Wealth Advisers

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Director & Financial Adviser at Lowe Lippmann Wealth Advisers
Daniel Weeks Cfp® Work Experience Details
  • Lowe Lippmann Wealth Advisers
    Financial Adviser
    Lowe Lippmann Wealth Advisers Sep 2020 - Present
    Melbourne, Victoria, Australia

Daniel Weeks Cfp® Skills

Retirement Planning Superannuation Wealth Financial Advisory Estate Planning Wealth Management Investments Financial Services Financial Risk Retirement Wealth Accumulation Investment Strategies Insurance Fixed Annuities Income Protection Strategic Financial Planning Pensions Debt Management Investment Advisory Financial Planning Financial Planners Smsf Wealth Management Services Personal Financial Planning Gearing Managed Funds Critical Illness Self Managed Superannuation Funds

Daniel Weeks Cfp® Education Details

Frequently Asked Questions about Daniel Weeks Cfp®

What company does Daniel Weeks Cfp® work for?

Daniel Weeks Cfp® works for Lowe Lippmann Wealth Advisers

What is Daniel Weeks Cfp®'s role at the current company?

Daniel Weeks Cfp®'s current role is Director & Financial Adviser at Lowe Lippmann Wealth Advisers.

What is Daniel Weeks Cfp®'s email address?

Daniel Weeks Cfp®'s email address is da****@****.com.au

What schools did Daniel Weeks Cfp® attend?

Daniel Weeks Cfp® attended Financial Planning Association, Kaplan Australia, Kaplan Australia, Kaplan Australia, Kaplan Professional, Calvin Christian School, Emmanuel Christian School.

What skills is Daniel Weeks Cfp® known for?

Daniel Weeks Cfp® has skills like Retirement Planning, Superannuation, Wealth, Financial Advisory, Estate Planning, Wealth Management, Investments, Financial Services, Financial Risk, Retirement, Wealth Accumulation, Investment Strategies.

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