Authorised Representative No. – 1272661
Qualifications – Diploma of Financial Planning (RG146)
Daniela firmly believes the core element of a truly personalised plan is the in-depth understanding of clients’ needs, goals and core values. She finds her work most fulfilling knowing her clients have peace of mind in retirement to continue enjoying their current lifestyle, allowing them to spend more time with their loved ones and doing the things they enjoy without financial burden.
Having been through the claims process with many clients, Daniela sees the value in having comprehensive insurance cover to ensure that your family’s debts, children and lifestyle are protected to help see you through when unforeseen circumstances occur. She understands the power of having a trusted adviser to keep you on track and act as a sounding board for any queries in times of uncertainty.
Away from the office, Daniela enjoys travelling and spending quality time with her family and friends.