Daniel is an Associate Partner at Perpetual's Perth office and his role is to provide Financial Advice to clients and Manage the Perth Adviser team.
He started his career in financial services at Westpac Bank in 2008, within their business banking segment, before commencing as a Financial Adviser in 2010.
Daniel has now been with Perpetual for nearly a decade and provides Advice and guidance to high net worth clients and their families.
He provides tailored advice in investment management, retirement planning, superannuation, taxation, estate planning and strategic structures.
Daniel also has extensive and ongoing day to day experience providing investment advice and guidance to Not for Profit Organizations and First Nations Communities.
This involves understanding and tailoring portfolios and strategies so these organisations can best achieve their community missions.
Daniel holds a Graduate and Advanced Diploma of Financial planning and certificates in Self-Managed Super Funds, Margin Lending and Gearing and Certificate in Finance and Mortgage Broking.
Daniel is a proud Father of two children. He loves this role the most and he feels it helps him be the best Adviser he can be to his clients.
Perpetual’s board range of services and experts allow Daniel to provide comprehensive solutions to his clients and support the Perth team of Advisers

