Daniel started Oak Tree Financial Planning in 2012 at a time of significant change in the Financial Planning industry. He recognised the importance of financial planning in today’s increasingly complex, stressful and time poor society and the benefits that high quality financial advice can make to people’s lives, regardless of “what stage of life they were at” or “how much money they had to invest”.
Daniel is passionate about helping his clients reach their financial goals and adopts a fresh and modern approach to financial planning. His ability to connect and understand his clients, combined with his high level of technical knowledge allows him to provide a highly personalised service.
Daniel is committed to continued education and professional development and is an active member of the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA). His formal qualifications include an Advanced Diploma of Financial Planning, Diploma of Financial Planning, Bachelor of Engineering and Bachelor of Arts (Economics major). He is currently completing the FPA Certified Financial Planner (CFP) program, the highest recognised certification for professional Financial Planner’s.
Away from work, Daniel enjoys spending time with his 3 young kids and family, and has a passion for cooking, camping and fishing.
Nothing is more rewarding than working together with a client and seeing them significantly improve their financial well-being and fulfilling their goals.