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Daniel D’Amato

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Senior Financial Planner
Director

Qualifications

Certified Financial Planner (CFP®)

Advanced Diploma in Financial Services (Financial Planning) (AdvDipFP)

Diploma in Financial Services (Financial Planning) (DipFP)

Background

Daniel has over 18 years’ experience as a Financial Planner, primarily with Private & Premium Banking clients for Westpac here in Adelaide.

Daniel closely works with and assists his clients make informed investment decisions. This provides them with financial security, independence for themselves and peace of mind for their families. He is passionate about what he does and enjoys seeing the benefits quality financial advice makes on the lives of his clients.

His collaborative, open and honest approach has seen him develop trusted long lasting relationships with his clients.

Whilst specialising in wealth creation strategies including investment, superannuation, Self-Managed Super Funds (SMSF) and personal protection strategies, Daniel is also experienced within pre and post retirement planning.

Daniel is excited to be part of an adviser owned practice with a focus on putting clients first. His wealth of experience and knowledge coupled with his caring nature and professionalism makes a meaningful difference to the financial wellbeing of all his clients.