Director - Onelife Wealth Managment
Director - Lending Services
Practice Manager Financial Advice
Admin Ninja Financial Advice
DISCLAIMER
I’m Daniel, and my journey as a Financial Advisor began in Johannesburg back in 2001. So, I have been in the business of supporting better financial (and often, even personal) decisions for over two decades across two continents.
As the Principal Financial Advisor and Director of Wealth Management at Onelife Financial, I specialise in financial advice, wealth management and SMSF advisory.
My approach is all about empowerment. I look at every situation objectively and then provide clients with the resources and the support they need to make the right financial decision. I believe that we can achieve whatever we set our minds to – often beyond what we give ourselves credit for. I see my role as your objective partner and empower you to make those shifts.
This strong drive and the realisation that our time on Earth is finite will forever push me to go above and beyond when helping clients achieve their financial objectives through Onelife Financial.
I’m also a firm advocate of work-life balance. So, outside of work, I love to spend time with my family and friends and enjoy various hobbies. I spend my weekends with my kids, being active in nature, running, surfing and hitting the snow when the opportunity allows
In everything I do, I practise integrity and always keep my word – values instilled in me by my father at an early age. These guiding principles allow me to be the financial advisor that clients trust to help them take better control of their financial futures.
Having a young family and running my own business, I understand the time pressures we all have and in finding the right work life balance. I am passionate about building strong and liferelationships with my clients and making the lending process as easy, streamlined and transparent as possible. I always aim provide the right solutions for all my client’s needs. I have a commitment to to be honest and ethical in all my interactions.
I have been involved in the banking and finance industry for the past 18 years working in some of Australia’s largest financial institutions. Having worked in both Private Banking and property lending, I have a vast array of experience allowing me to learn and understand all facets of lending, ranging from simple home loans, to more complex property transactions, and more recently SMSF loans.
On the other spectrum, I have been involved in Corporate Banking and cash flow lending for businesses as well as professional service firms allowing me to provide a complete offering to clients, as well as having insight and understanding of cash flows of businesses and business owners
I hold a Bachelor of Commerce (majoring in Accounting and Economics), a Masters in Finance as well as being a member of the Finance Brokers Association of Australia.
My passion lies within helping people. Working in the financial services industry allows me to play a support role in assisting our clients to achieve their financial goals and helping in trying times to ease financial burden. I have been working within the financial services industry for over 20 years and love what I do.
I joined the Onelife team in July 2021 and play a pivotal role in ensuring that we always have delighted clients. When I am not helping our clients, you will probably find me exploring nature on a bush walk or tantalising my taste buds with new food experiences.
When I was young, my parents taught me the definition of hard work unveiling in front of my very eyes. By applying all the things I’ve learned from my parents, I was able to stand my ground and fought every challenges life has to offer. I love challenges.
I have experience working for one of the largest US online travel agency as a travel expert and also gained experience on automobile insurance. Before joining the Onelife Financial Team, I was a Team Lead for an offshore team of a US bank. My core task was to make sure that the team provides excellent customer service and still compliant with the business regulations. My experiences molded me to become who I am today.
During my free time, I love watching movies/TV series or hang out with friends. I also love to travel and starting to gain interest on photography.
I’m happy to be a part of Onelife Financial team.
