Daniel is the CEO of Coastal Advice Group.
With 20 years in the financial planning industry, currently owning and operating five financial planning businesses on the NSW east coast, Daniel’s expertise in the industry is second to none.
Over the past 6 years, Daniel has led CAG to expand and succeed. The growing practice now has 12 qualified financial advisers who are helping people of all ages to achieve their financial goals.
As CAG continues to grow, Daniel lives by the idea that CAG should operate like a business that does financial planning, rather than the other way around. It is this mindset that has led Daniel to where he is today – operating and coaching multiple businesses in Financial Planning and Business Development.
Daniel mentors and coaches CAG’s advisers to share his expertise, and also coaches advisers across Australia to share his approach and systems that have led him to succeed.
Innovation has always been an important factor to Daniel in his businesses. Through new industry-leading technology, Daniel’s aim is to disrupt the norms within the financial advice industry and bring CAG clients a truly unique, innovative experience to help them on their financial journey.
“Across the Financial Planning businesses, we have the ambitious growth plan to be known as one of Australia’s leading providers of Financial Planning advice, helping our clients retire with financial peace of mind. We are continuing to expand along the coast of NSW to help more people in regional areas have access to high-quality financial advice.”
Daniel has worked hard to provide a great lifestyle for his family and enjoys being involved in all aspects of his children’s lives and also supporting his wife Julie to fulfil her own business dreams.
“We help people believe and achieve their ideal retirement, utilising proven financial planning advice strategies”.