Meet Daniel Irving

Director & Principal Financial Planner

Adv.Dip FP, ADA 1
Authorised Representative Number 305988

Daniel is a seasoned wealth management advisor with over fifteen years of experience.

Dan’s clients are diverse, including busy professionals, medical specialists, business owners, and their families. He’s highly skilled at making complicated financial matters easy to understand so you can make smart decisions and thrive financially.

When he’s not working his financial magic, Dan’s all about family time with his wife and four kids. He’s a fan of reading and music, and he’s even squeezing in a Master of Financial Planning degree in his spare time.

Integrity, transparency, and genuine care for the people around him are Dan’s core values, both in his personal and professional life.

His mission? To make life better for his clients and their families.

Contact Daniel to book a meeting in person or online.

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