Daniel Brown

Financial Planner at 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.

Location

Sydney, Australia

Links

Previous companies


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices