Daniel Cimoli

Senior Investment Adviser – Wholesale

Background

Daniel brings more than 25 years of experience in financial services. As a Senior Investment Adviser, he has worked at State Street in London and Lonsec Stockbroking before joining Ord Minnett.

Since joining Ord Minnett more than 10 years ago, Daniel has cultivated strong relationships with numerous intermediaries in the financial planning sector, delivering both investment advice and trading services. His practical experience within a financial planning firm has given him a deep understanding of self-managed super funds (SMSFs). Daniel specialises in crafting and managing international portfolios, and his broad expertise encompasses a wide range of trading services.

He is committed to providing clear and effective investment strategies, tailored to meet the unique needs of his clients.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Bachelor of Commerce (Economics & Finance) (Honours), Deakin University
  • Graduate Diploma of Applied Finance and Investments, Securities Institute of Australia

Certifications

Areas of Advice

  • Asset allocation
  • Investment strategies
  • International portfolios
  • Trading services

Office

Melbourne
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au

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