Daniel Wilson Email
Financial Adviser and Partner @ Strategic Wealth
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Daniel Wilson Location
- Melbourne, VIC, AU
Daniel Wilson Work
- 2023 - now Financial Adviser and Partner @
- 2021 - 2022 Provisional Adviser @
- 2018 - 2021 Associate Adviser @
- 2015 - 2018 Paraplanner @
- 2012 - 2015 Undergraduate - Financial Planning Administration Support @
- 2021 - 2022 Provisional Adviser @
- 2018 - 2021 Associate Adviser @
- 2015 - 2018 Paraplanner @
Daniel Wilson Education
- Deakin University
Bachelor of Commerce (BCom), Financial Planning, Finance and Accounting (Financial Planning, Finance and Accounting)
2012 - 2015 - St Bede's College (Mentone) 2006 - 2011
Daniel Wilson Skills
- Paraplanning
- Finance
- Income Protection
- Risk Analysis
- Financial Analysis
- Teamwork
- Retirement Planning
- Wealth Management
- Financial Services
- Investments
- Financial Planning
- Investment Strategies
- Microsoft Excel
- Microsoft Office
- Personal Financial Planning
- Cash Flow Planning
- Leadership
- Public Speaking
- Microsoft Word
- Research
Daniel Wilson Summary
- Daniel Wilson, based in Melbourne, VIC, AU, is currently a Financial Adviser and Partner at Strategic Wealth. Daniel Wilson brings experience from previous roles at Strategic Wealth. Daniel Wilson holds a 2012 - 2015 Bachelor of Commerce (BCom), Financial Planning, Finance and Accounting in Financial Planning, Finance and Accounting @ Deakin University. With a robust skill set that includes Paraplanning, Finance, Income Protection, Risk Analysis, Financial Analysis and more. Daniel Wilson has 1 emails on RocketReach.
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Top Strategic Wealth Employees
Michael Jeffs
Senior Adviser and Director
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Peter Wilson
CEO and Principal Adviser
Melbourne, VIC, AU
Daniel Wilson
Financial Adviser and Partner
Melbourne, VIC, AU
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