SPECIALISATION

Daniel
Conterno

Financial Advisor
Adelaide
South Australia
IN THEIR OWN WORDS

I’m passionate about partnering with clients to help them make informed financial decisions that will better position them to protect, grow and spend their wealth with confidence.

I am committed to supporting clients to identify and achieve their financial goals through guidance, understanding, and tailored holistic advice.

Education:

  • Masters of Financial Planning
  • Graduate Diploma of Financial Planning
  • Bachelor of Applied Finance
  • Bachelor of Commerce
  • Graduate Certificate in Self-Managed Super Funds
SPECIALISATION
Gearing
Gearing
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
Super
Super
Tax Planning
Tax
Planning
"Daniel explained my queries clearly and, if needed, directed me to documents that were primary source material. When I had any further questions he responded promptly and in a timely manner. At all times Daniel was professional in his manner. He gave me a timeline for implementation which was followed"
Kate, 65+ years, Goonellabah, NSW

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