Director / Principle Financial Adviser
Danielle has been in the financial planning industry since 2001. Danielle works closely with you on an ongoing basis providing clarity and direction to achieve your financial goals. She has an outstanding reputation for providing clients with quality financial advice on appropriate strategies, investments and insurance.
Danielle enjoys being a trusted adviser, assisting to build a better financial future. Her mission and commitment is ultimately to provide you with the peace of mind and comfort of knowing clients have real financial security.
Danielle’s approach is unique because she work in partnership with you, not just initially but throughout life’s stages. Continuously guiding and in forming you, so you’re always able to make informed choices which helps to keep you on track to achieving your financial and lifestyle goals.
- Certified Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
Danielle is a CFP member of the Financial Planning Association (FPA) and abides by their code of professional conduct and ethics.
- Founder/Director/Financial Adviser of Wealth 500 Pty Ltd Aug 2010-Aug 2017
- Director/Financial Adviser at Portfolio Managers Pty Ltd Jan 2001-Mar 2014