We’re a national financial planning firm who pride ourselves on delivering exceptional financial advice and personalised service. We look after almost 3,000 families and $1 billion in client funds. With years of combined experience, our people are our greatest asset. Your finances are in good hands.
Along with managing office operations, Daniela is responsible for effective and efficient client service. Daniela also assists our financial planners with the management and administration of their client portfolios. In addition to her 15 years’ experience, Daniela has completed a Diploma of Financial Services (Financial Planning) and Diploma of Business Administration.
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