Daniel Gumley Email
Director - Senior Strategy and Investment Adviser @ Evans & Partners
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Daniel Gumley Location
- Melbourne, VIC, AU
Daniel Gumley Work
- Director - Senior Strategy and Investment Adviser @ (January 2022 - Present)
- Strategy Adviser - Private Wealth Management @ (July 2020 - February 2022)
- Associate Director @ (October 2017 - February 2022)
- Strategic Financial Adviser @ (March 2015 - September 2017)
- Financial Analyst @ (February 2013 - February 2015)
- Financial Analyst - Intern @ (January 2012 - February 2012)
Daniel Gumley Education
- Certified Financial Planner (CFP®)
Financial Planning and Services
2015-2016 - Kaplan
Diploma of Financial Planning (RG146)
2013-2013 - University of Melbourne
Bachelor of Commerce - BCom (Business/Commerce, General)
2009-2012 - Lund University
Exchange Semester (Economics, Finance)
2010-2011
Daniel Gumley Skills
- Asset Allocation
- Client Liaison
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Redundancy Advice
- Retirement Planning
- SMSF
- Strategic Financial Planning
- Superannuation
- Wealth Management
Daniel Gumley Summary
- Daniel Gumley, based in Melbourne, VIC, AU, is currently a Director - Senior Strategy and Investment Adviser at Evans & Partners. Daniel Gumley brings experience from previous roles at Evans & Partners and E&P Financial Group. Daniel Gumley holds a 2015 - 2016 Financial Planning and Services @ Certified Financial Planner (CFP®). With a robust skill set that includes Asset Allocation, Client Liaison, Finance, Financial Advisory, Financial Analysis and more. Daniel Gumley has 1 emails on RocketReach.
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