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Dedicated to Building Financial Confidence Across Generations
With expertise in strategic financial advice, Daniel is dedicated to helping clients achieve their financial goals and objectives. He takes a holistic approach, considering each client’s broader circumstances to develop tax-efficient wealth management strategies.
Daniel has a deep understanding of retirement planning and superannuation, ensuring clients maximise their wealth in the lead-up to and early stages of retirement.
He also has a unique focus on working with farming families, facilitating effective retirement and estate planning. His tailored insights and practical advice make him an invaluable partner in navigating the complexities of intergenerational wealth transfer.
Authorisations
Daniel O'Connell can advise on the following product areas:
- Deposit and Payment Products
- Life Products
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility
Daniel O'Connell is accredited to provide tax (financial) service advice.
Qualifications
- Financial Adviser Exam, ASIC, 2023
- Master of Financial Planning, Western Sydney University, 2022
- Bachelor of Commerce Major – Economics, University of Canberra, 2018