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Daniel Brown

Daniel Brown

Executive Director + Partner

Daniel has been a qualified Financial Adviser for over 20 years, owning and operating both boutique and large Financial Advice operations along the NSW coast.

Daniel engages with clients in all different phases of life; from those looking to build strong foundations for themselves and their family, those looking to create wealth and also those preparing for retirement. He is passionate about working with clients where the relationship is open and honest as this ensures can he provide clarity and focus on building their ideal future with no limitations! “Across the Financial Planning businesses, we have the ambitious growth plan to be known as one of Australia’s leading providers of Financial Planning advice, helping our clients retire with financial peace of mind.” Daniel has worked hard to provide a great lifestyle for his family and enjoys being involved in all aspects of his children’s lives and also supporting his wife Julie to fulfil her own business dreams.

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If you’d like to ask Daniel any questions please contact him by phone or email