Daniel has been a financial adviser since 2004. He is a Certified Financial Planner, member of the Financial Planning Association, Fellow of the Financial Services Institute of Australia and a SMSF Specialist Adviser with the SMSF Association. Daniel is also accredited to give Aged Care advice.
Daniel is a past winner of the SMSF Association’s prestigious Top Achiever Award.
Prior to becoming a financial adviser, Daniel worked as a Chartered Accountant having successfully completed his Professional Year qualification in 1995. Daniel is currently a member of the Australian & New Zealand Institute of Chartered Accountants .
Specialties: Daniel specialises in self managed super funds and aged care. Other areas of significant experience include superannuation, investment, retirement planning, asset structuring and estate planning.
Get in touch with Daniel Martinez