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Daniel Etherington

Daniel has been in the Financial Service Industry for over 33 years & a Certified Financial Planner since 2001.

Daniel is a family man with both a loving wife and four daughters.

He insists in giving a balance to his life & enjoys participating in his daughters’ music & dancing pursuits.

Daniel took the time in 2009 to train for the Kokoda Trek and wished to endure the hardships that some of our Australian Diggers had to suffer for this great country of ours. It was gruelling but a mental satisfaction of ensuring that both he and his family do not take this country for granted.

He has been in a number of voluntary community positions with the W.A. Variety Bashers club (Secretary), Bayswater Family Centre (Treasurer), Chair on the School Board for his daughters’ Primary school (6 years), currently on the School Board for their High School & regular assistance with the Red Cross door knock appeal.

Via his wife’s late “Nonno’s” 1968 XT Falcon, he has also contributed to the W.A Variety Club Annual Bash over 4 years, with the car & crew raising over $50,000 for the children’s charity.

He has completed 1 50k Ultra Marathon, 18 Marathons among these, the Boston Marathon in 2013, where he finished 29 minutes before the bombs went off, Tokyo in 2015, his third World Major in London in April 2016, the Big 5 Marathon in Johannesburg and Singapore in 2017, his fourth World Major in Chicago in October 2018 and ran Boston again in April 2019.

He has also done a number of half marathons including two in San Francisco in 2012 whilst attending Stanford University for an Executive leadership course, which that itself was like a Marathon.

He entered the 2014 100km Oxfam Trail Walk and raised $2,500 but treated more like a race and only made 81kms albeit in 19 hours. He entered again in 2015 and completed in 32 hours and 18 minutes.

He competed in the Mandurah Half Iron Man in November 2014 and this was brutal in the heat and competed as a team in 2015 (run) coming 3 out of 43 mixed teams.

He is currently preparing for his fifth Melbourne Marathon in October this year.

Qualifications/Memberships

  • Diploma of Financial Planning
  • Certified Financial Planner since 2001
  • Member of the Financial Planning Association since 1995
  • SMSF Specialist Advisor with SMSF Association

Areas of expertise

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Key Person Insurance Strategies

Experience

  • Over 32 years’ Financial Services experience
  • CFP® since 2001

 


Daniel Etherington is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.

Contact details

Daniel Etherington

(08) 9328 5555

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Suite 6, 628-630 Newcastle Street, Leederville WA 6007

08 9328 5555

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