Daniel is the CEO and a Senior Financial Adviser for Newcastle Financial Planning Group.
Daniel has been a qualified Financial Planner for over 16 years, owning and operating both boutique and large Financial Planning operations in the Newcastle and Central Coast areas.
Daniel engages with clients in all different phases of life; from those looking to build strong foundations for themselves and their family, those looking to create wealth and also those preparing for retirement. He is passionate about working with clients where the relationship is open and honest as this ensures can he provide clarity and focus on building their ideal future with no limitations!
Daniel now operates and coaches multiple businesses in Financial Planning, Mortgage Broking and Property Investment Advice as well as a Technology start-up business, Rotavi. He lives by the values of his business, and he’s known by his team for his passion, work ethic and commitment to his clients through providing the greatest opportunity for their financial future.
Across the Financial Planning businesses, we have the ambitious growth plan to be known as one of Australia’s leading providers of Financial Planning advice, helping our clients retire with financial peace of mind.
Daniel has worked hard to provide a great lifestyle for his family and enjoys being involved in all aspects of his children’s lives and also supporting his wife Julie to fulfil her own business dreams.
“We help people believe and achieve their ideal retirement, utilising proven financial planning advice strategies”.
- Self-Managed Super Funds
- Wealth Creation / Investment Advice
- Savings / Budgeting
- Borrowing to Invest
- Retirement Planning