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Daniel O'Leary

Daniel O'Leary

Senior Financial Adviser, Wealth

Daniel is a Financial Planner AFP® and has worked in the private wealth management and financial advice industry since 2001.

He specialises in investment management and strategy requirements, for wealth preservation and growth, to help clients maintain financial security for current and future generations. With a background in the complex structures of Self Managed Superannuation Funds, Trusts and Companies, Daniel has a strong track record in assisting clients structure their financial affairs.

Daniel holds an Advanced Diploma of Financial Planning, is a Self-Managed Super Funds Specialist Adviser and is completing a Master of Applied Finance. He is also a registered Tax Financial Adviser and is a member of the Financial Planning Association of Australia.