About
Daniel has over 10 years of financial planning experience.
Prior to becoming an Associate Adviser in 2020, he supported the delivery of quality advice and services to clients, where he developed a strong foundation in compliance, advice formulation and preparing advice documents.
In 2020, he took the opportunity to fulfil his passion to be more directly involved in delivering financial advice and became an Associate Adviser with Fitzpatricks.
Deniel works with retirees up to high net wealth and emerging family offices delivering financial advice to help enrich his clients lives.
Daniel holds a Bachelor of Business and Commerce (Accounting) and is a Certified Financial Planner (CFP).
Qualifications & Memberships
- Bachelor of Business and Commerce (Accounting),
- Diploma of Financial Planning
- Certified Financial Planner (CFP)
- Financial Advice Association Australia (FAAA)