A well-rounded advisor, Dan has built an impressive career over the last 15 years, spending almost a decade of that time honing his skills in wealth management in a number of countries. He has always held an interest in global markets and economics, which assists him in providing bigger-picture advice to his clients.
He has technical expertise advising in the domestic equities space and supporting clients of varying sizes with portfolio management. Over the course of his career he has been able to broaden his technical capability, expanding his knowledge of other asset classes to provide high quality advice to his clients.
Clients value Dan’s clear and considered communication style. He takes time to provide commentary on the broader economic landscape and distil technical information in a consumable way, so that his clients can make fully informed investment decisions.
Dan believes that the best client relationships are always based on a shared success, He takes pride in supporting his clients to navigate investments and markets in a way that helps them to achieve their financial or lifestyle goals.
Following a diverse career across Australia and overseas, Dan joined Pitcher Partners Brisbane as a Senior Investment Advisor in 2024.
Qualifications and Memberships
- Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- ADA1, Deakin University (2020)
- Bachelor of Business/Commerce (Economics & Finance double major) (2007-2011)
