Originally from England, Dan completed a Master of Physics degree at Manchester University in 2014. After travelling Europe, Asia and North America, he started his financial planning career in Canada and then moved to Australia in 2018 with his partner. Dan has completed his Diploma in Financial Planning and is now expanding his financial planning knowledge through studying a Graduate Diploma in Financial Planning.
Dan is passionate about delivering impactful and valued advice designed to enhance clients’ lifestyles. He will help clients to understand their current situation and then help to define, develop and achieve future goals.
When not working Dan enjoys being outdoors. You will often see him on the local ski hills as he is a keen skier and snowboarder, or in the Blue Mountains trying rock climbing.