Daniel is a Director and Senior Investment Adviser at Evans and Partners. He is based in Canberra and services clients throughout the ACT and regional NSW and Victoria. Daniel specializes in bespoke investment advice and portfolio construction and has more than a decade’s experience in the financial services industry, , having joined Evans and Partners in 2020 from within the E&P Financial Group.

Through his time in the industry, Daniel has built strong relationships by assisting a range of clients to achieve their financial goals. With a focus on risk management and asset allocation, he constructs tailored investment strategies for high-net-worth individuals, as well as comprehensive superannuation and retirement plans for self-funded retirees. Alongside a thorough knowledge of listed equities and fixed income, Daniel also utilises several alternative asset classes such as private equity, infrastructure and private credit, as well as sustainable and responsible investing, to formulate an appropriate strategy for his clients.

Daniel has a Bachelor of Commerce from University of Canberra. He also holds a Graduate Diploma in Financial Planning from Kaplan Professional and is accredited via the Stockbrokers Association of Australia. Daniel has also completed the Financial Adviser Standards & Ethics Authority (FASEA) exam.

Expertise
  • Advisers
  • Sustainable Investing
  • High-Net-Worth Investing
  • Personal Investment Advice