Peer Wealth
Daniel Brown is a seasoned financial planner with extensive experience in providing holistic financial advice and managing investments for clients. Currently at Peer Wealth since August 2019, Daniel offers access to a wide range of quality investment options from leading financial institutions globally. Prior roles include Senior Adviser at Findex, Senior Financial Planner at Commonwealth Bank, and Partner at O'Gorman & Partners, where Daniel successfully developed client retention and cross-selling strategies. Daniel's career spans various positions, including consultancy and managerial roles in the hospitality and financial sectors, contributing to a rich knowledge base in client management and market strategy. Educational qualifications include a Diploma of Financial Planning from Kaplan Professional, a Diploma of Property from TAFE NSW, and a Bachelor of Commerce from Macquarie University.
This person is not in any teams
Peer Wealth
Peer Wealth's team comprises of accountants, financial advisers, mortgage brokers, business specialists, SMSF specialists and auditors. We come together to manage clients financial and personal needs in a holistic and meaningful experience. As a team, we aim to work together to deliver an outcome for our clients that goes the extra mile. Peer Wealth is a family-owned business. This is important for you to know, because the values the Atkinson's carry as a family largely influence Peer Wealth's culture. Peer Wealth's team embraces a client focused approach and values personal relationships. We have two office locations. Our main office is located in Manly in Sydney Northern Beaches and our sister office is located in Forster along the Mid North Coast of NSW.