Daniel is a Partner at Perpetual Private, overseeing a dedicated team focused exclusively on serving high-net-worth clients. His responsibilities include providing comprehensive resources to address the intricate and multi-faceted challenges associated with managing significant wealth. Traditionally, Daniel has catered to entrepreneurs, executives, not-for-profit organisations, and family office groups.
With over 17 years of experience in the industry, Daniel boasts a wealth of knowledge and more than 13 years specifically dedicated to offering sophisticated investment advice within the high-net-worth space.
In his current capacity at Perpetual, Daniel is driven by a mission to deliver an exceptional level of service and an unwavering commitment to assisting our clients in reaching their goals and objectives.
Daniel excels in crafting tailored strategies designed to meet the unique objectives of each client. He achieves this by collaborating with specialist teams within Perpetual, which includes experts in investment strategy and research, portfolio construction, and philanthropy. His dedication to providing personalised solutions underscores his commitment to ensuring the success of Perpetual clients in their wealth management endeavours.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
