Daniel is a dedicated father of two children and is passionate about forming trusted relationships with his clients so they can achieve peace of mind that their wealth is in safe hands.

He is a highly regarded Private Wealth Adviser at Euroz Hartleys and brings more than 16 years of experience in banking, wealth management and tailored financial advice. His areas of expertise include investment management, retirement planning, superannuation, estate planning, taxation strategy and structural advice to individuals & their families.

In addition, Daniel has deep knowledge and experience in guiding Not for Profits and their Boards on crafting effective investment portfolios through investment policy workshops, ensuring they meet their mission objectives with prudent investment choices and strong governance practices.

His dedication to helping high-net-worth individuals and families, Not-for-Profits, For Purpose and Native Title organisations by providing expert guidance, has earned him recognition, including being named one of Barron’s Top 150 Financial Advisers.

Daniel holds a Grad Dip in FP, Cert in SMSF and Mortgage Broking and Margin Lending.