AFP®, B.Bus, Adv. Dip FS (FP)
To deliver a great financial solution, it is fundamental to understand our client’s goals, values and aspirations. We aim to help our clients by simplifying and demystifying their financial decisions, so that all of our clients are empowered and take action to achieve financial success.
Daniel is the Principal Director of Metis Wealth Management. Daniel’s broad experience allows him to quickly understand where you are today and how to get you where you want to be in the future. He is passionate about helping clients achieve the most from their situation and has become a specialist in designing and implementing strategies for families, people approaching retirement and retirees.
Daniel holds a Bachelor of Business degree and an Advanced Diploma in Financial Planning. He is a member of the Financial Planning Association of Australia (FPA) and the Self Managed Superannuation Fund Professional Association (SMSFA).
Daniel is also the Founder of the Still I Rise Foundation, a small yet remarkable charity which provides cancer patients and their families with access to free counselling services during and after treatment. Daniel established this Foundation after experiencing a gap in our health system whilst successfully fighting cancer himself in 2012, and continues to volunteer his time as Chairman.