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.
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