Daniel joined Evans and Partners in 2020 from within the E&P Financial Group and has worked in the wealth advice industry since 2012.
As a Certified Financial Planner (CFP®), he has a range of expertise including retirement planning, tax-effective wealth accumulation, superannuation, SMSFs, defined benefit super, aged care and in broader areas of financial planning.
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 current legislative environment and the available wealth creation, tax management and structural options.
He 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 also registered with the Tax Practitioners Board as a Tax (Financial) Adviser, is an ACS Accredited Aged Care Professional and a CFP® member of the Financial Planning Association of Australia.
Daniel completed the FASEA Financial Adviser Exam in September 2020.