With 15 years of professional experience in banking and finance to draw upon, Dan specialises in creating personalised financial solutions tailored to your unique needs, from first-time home buyers to business acquisitions. Dan is dedicated to transparency and fostering lasting relationships, helping you achieve your financial goals with confidence.
Dan is also passionate about understanding the latest trends in finance and technology to better serve his clients. Having worked across both metropolitan Perth and regional Western Australia, he has a broad understanding of the opportunities and challenges faced by a diverse range of businesses and households alike.
Outside of work, Dan enjoys spending quality time with his wife Sophie and young son. You’ll either find them at Rottnest or exploring Cape Naturaliste in the beautiful south-west. Having lived in the south-west for five years, he has a deep appreciation for the natural beauty and community of the region.
Education:
- Master of Business Administration (MBA), Murdoch University
- Bachelor of Commerce (Accounting and Finance), Murdoch University
- Bachelor of Agribusiness, Curtin University
- Diploma of Finance and Mortgage Broking Management