For more than 12 years, Daniel has guided clients as a Private Wealth Adviser, delivering expert investment and financial counsel. At Ord Minnett, he translates his profound passion for financial markets into enabling clients to achieve their financial aspirations.
Daniel’s specialisation lies in the strategic management and advisory of funds for sophisticated professional investors and high net worth individuals, providing bespoke solutions across a comprehensive array of products and services. His proficiency encompasses portfolio management, international and domestic stockbroking, funds management, self-managed super funds (SMSFs), fixed-income services, margin lending, and initial public offerings (IPOs).
Daniel collaborates closely with clients to formulate tailored strategies that precisely align with their financial objectives, ensuring each investment approach is both impactful and highly personalised.
.jpg)