Strategic Advisor
I enjoy working with my Clients and assisting them in meeting their financial goals and objectives. I believe it is critical to build a Financial Plan that can be changed as life throws its curve balls. Through strong client relationships, I am with my Clients every step of the way.
Daniela joined us in 2018 with over 15 years experience in the financial planning profession. Daniela brings with her a wealth of knowledge and she understands the importance of educating people to the extent that they have the ability to make informed decisions where their financial lives are concerned.
During her professional career, Daniela has completed the Certified Financial Planner qualification with the Financial Planning Association of Australia. She has also completed a Master of Applied Finance and holds an Advanced Diploma of Financial Services (Financial Planning).
Daniela completed the Accredited Aged Care Professional program through Aged Care Steps. Her knowledge and experience allows her to provide tailored financial advice across all advice areas to her Clients.