Private Wealth Adviser
“Empowering with Knowledge - the driving force guiding my interactions with clients along their financial journey”
Daniel Brown is a Private Wealth Adviser with over 10 years of experience. Driven by his passion for fostering meaningful relationships with people and working with numbers, Daniel was naturally drawn to the world of financial planning. His true differentiator lies in his deep commitment to building strong client relationships. He firmly believes that financial planning goes beyond numbers; it is about comprehending lifestyles, family dynamics, and addressing fears.
Throughout his career, Daniel's dedication to his profession has been recognised through prestigious accolades, such as the Barry Adams Award for compliance and the Encouragement Award for exceptional business growth.
Outside of the financial world, Daniel finds solace and joy in spending quality time with his growing family. He appreciates the little things in life and maintains an active lifestyle, engaging in activities such as the gym, tending to his garden, and actively participating in his children's sporting events.
Areas of expertise:
- Retirement Planning
- SMSF Wealth Management
- Wealth Creation
- Bachelor of Commerce
- Diploma of Financial Planning (Kaplan)
- Advanced Diploma Financial Planning (Kaplan)