You don’t need to have blind faith in us. We’ll take you through the logic behind every recommendation, so that you understand and can make an informed decision. We believe in proactive communication and, like you, we value transparency and plain speaking. We want to know when things change in your world so we can help you navigate with certainty. And we know you’re busy, so we’ll make ourselves available when and how it suits you.
Daniel is a Financial Advisor and Chartered Accountant. He has over twelve years’ experience providing financial and accounting advice to his clients. Daniel has an ability to explain difficult concepts in an easy to understand manner. This, together with his wealth of knowledge both in the accounting and financial advisory fields, together with his own investment and business experience, makes him an ideal person to advise clients in a wide range of industries.
Prior to working in the finance sector, Daniel owned and operated two community pharmacies in Brisbane. Because of this, Daniel is uniquely positioned to offer financial advice to medical and health care professionals.
Daniel enjoys staying up to date with current industry and market trends and has a keen interest in ensuring clients investment goals are met with minimum fuss. Clients describe Daniel as trustworthy, empathetic and extremely hard working.
Outside of work, Daniel’s interests include travelling and spending time with his family. He has a keen interest in whisky, and is the current Gauger for the North Brisbane Sept of the Queensland Malt Whisky Society.
Emily is a Financial Advisor and experienced Paraplanner. She believes that client-focused advice, excellent service and integrity are the key ingredients to providing valuable and relevant financial planning services. She takes great pride in thoroughly understanding each client’s goals before giving careful consideration to the most appropriate strategies. Her advice is always realistic, achievable and tailored. One of her key strengths is her ability to explain her recommendations clearly, taking the time to ensure that her clients fully understand their options.
Emily’s continual love of learning means she is always up-to-date with the latest legislation, financial products and market trends. She is currently completing her Graduate Certificate in Financial Planning and intends to undertake a Masters in Financial Planning in the next few years.