Daniel specialises in working with families and individuals to develop and maintain a tailored financial strategy based on an in-depth understanding of each client’s needs and objectives, the legislative environment and the wealth creation, tax management and structural options available.
As a Certified Financial Planner (CFP®), Daniel has a range of expertise including tax-effective wealth accumulation, superannuation, retirement planning, investments, SMSFs, defined benefit super and broader financial planning areas.
Daniel joined Evans and Partners in 2020 and has been with E&P Financial Group for more than ten years.
Daniel has a Bachelor of Commerce from the University of Melbourne, majoring in Finance and Economics and a Diploma of Financial Planning from Kaplan Professional Australia. Daniel is registered with the Tax Practitioners Board as a Tax (Financial) Adviser and a CFP® member of the Financial Planning Association of Australia (FPA). Daniel completed the FASEA Financial Adviser Exam in September 2020.