Daniel Irving

Director & Principal Financial Planner

Adv.Dip FP, ADA 1

Authorised Representative Number 305988

Daniel Irving specialises in providing wealth management advice to busy professionals, medical specialists, business owners and their families.

With over 15 years’ experience in advising private clients, Daniel has mastered the ability to break down complex financial matters into simple practical advice that enables clients to move forward with certainty and prosper.

He provides advice on financial planning strategy, building and creating wealth, debt reduction, pre-retirement planning, and specialist aged care advice.

Daniel is the type of financial planner who thrives on complex matters. He wants to be challenged in his work, so actively seeks out clients who have needs that aren’t straightforward. He then works tirelessly to determine the best structure and solution for each individual circumstance.

His humour is always there, just under the surface. He’s not an extrovert, but once you get his funny bone, you can share jokes for years to come!

Daniel was born and raised in the Hunter Valley and still calls it home with his wife Chantelle and their four children. Outside of work he enjoys spending time with his family, reading a good book, or listening to music. Daniel also spends his free time studying for his Master of Financial Planning.

Trust, transparency, openness, and honesty are qualities that he values on both a personal and professional level. Fundamentally, Daniel wants to improve the quality of life for individuals and their families. Daniel thrives when working on complex matters, holding his clients accountable and helping them to achieve more. A key focus is on the relationships he builds with his clients and their families.

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