Daniel is passionate about transforming the financial advice journey into a seamless and rewarding experience for clients. His dedication stems from a deeply personal story—his parents once had a negative experience with a financial adviser, which shaped his mission to rebuild trust in financial planning. Daniel’s goal is to help clients, especially those hesitant or disheartened by past experiences, see the immense value in financial advice. He is equally passionate about helping young people develop essential financial skills, believing that early education fosters habits that lead to long-term success.
Daniel approaches his role with empathy, attention to detail, and a client-first mindset. He listens actively, keeps an open mind, and takes the time to understand challenges from all perspectives. To him, success isn’t just about clients achieving their long-term goals—it’s about making every step of the journey straightforward, stress-free, and positive.
As a Client Experience Officer, Daniel handles administrative tasks, coordinates client reviews, and ensures every part of the financial advice process runs smoothly. He excels in simplifying complex processes, making financial concepts easy to understand, and building lasting trust with clients.
Outside work, Daniel enjoys camping adventures with his partner, playing golf, and supporting the Fremantle Dockers. He’s also actively involved in his local footy club, where he volunteers as Treasurer. Recently, he’s become a passionate Formula 1 fan. His advice to clients? “Keep your goals and strategies simple—if you can’t explain them to a five-year-old, rethink your approach.” Daniel is committed to helping clients feel supported and confident as they work toward their financial goals.