Professional Qualifications

Masters of Financial Planning
Bachelor of Business
Graduate Diploma in Financial Planning 
Associate of the Institute of Chartered Accountants in Australia 
Fellow of FINSIA 
Associate of the Financial Planning Association

Professional Background

Daniel is the head of Wealth Management at Moore Stephens Melbourne and is the Responsible Manager for Moore Stephens Consulting (Melb.) Pty Ltd.

Daniel has worked with a broad spectrum of clients from small individuals to large private family groups. The advice Daniel and his team provides spans cash flow, debt structuring, personal protection and retirement planning for individuals through to asset allocation, portfolio construction and investment selection for investors small and large.

Daniel also authors an investment blog and is a regular speaker on the topic of investments and financial planning.

Daniel has been an Authorised Representative of Moore Stephens Consulting (Melb.) Pty Ltd for over 8 years and has been with Moore Stephens for over 12 years.

Moore Stephens Melbourne has held a financial services license for over 20 years and Daniel and his team have significant experience working in financial markets and in more recent times successfully steering clients through the Global Financial Crisis.

Daniel and his team of finance professionals provide advice and services encompassing:

• Financial Planning
• Retirement Planning
• Superannuation
• Risk Insurance
• Estate Planning
• Asset Allocation
• Portfolio Construction
• Funds Management