FSP1007407
Daniel, born and raised in Whangarei, has cultivated strong ties to Northland, where he has spent the majority of his life and attended Pompallier College. With a background in Banking, where he served clients from all spheres of life, including High-Net Worth individuals, he looks forward to leveraging his experience in wealth management.
Daniel’s experience to date has been in banking, where he held various retail roles at the Bank of New Zealand, and most recently at ASB in Private Banking.
He is qualified as a Financial Adviser, having completed the Level 5 Certificate in Financial Advice.
Currently, he is pursuing a Graduate Diploma in Financial Planning at Massey University to further enhance his knowledge and skill set for better client assistance.
He looks forward to guiding clients in building wealth through personalised advice and investments.
On weekends, Daniel enjoys fitness, outdoor activities, and spending time with family and friends.
Wealth