Grow Your Wealth Townsville
Authorised Representative (259179)
Phone: (07) 4771 4577
Email: [email protected]
Industry Education & Experience
Daniel is a Portfolio Manager with Grow Your Wealth Financial Services in Townsville. Before moving to Grow Your Wealth, Daniel held a similar position with RBS Morgan’s.
Daniel has been in the financial services industry since 2002. Prior to becoming an Authorised Representative in 2003, he worked as a Dealer’s Assistant.
Daniel publishes his own market newsletter, The Sextant Market Letter, which is frequently referenced by a number of financial media outlets including Ozequities and FN Arena. He recently contributed to the book German Hyperinflation 1922/1923 – A Law and Economics Approach.
Daniel holds a Bachelor of Economics through James Cook University. He is currently undertaking post graduate studies through the University of Queensland.
Daniel is employed by Grow Your Wealth Pty Ltd which is the entity that manages the office of Grow Your Wealth Financial Services at Townsville.Daniel is remunerated by way of salary and bonus.
Daniel deals with sophisticated clients looking for that full service experience. With a strong background in technical analysis, he is responsible for identifying investment opportunities based on economic and market crosscurrents. Daniel also develops strategies for those clients who are interested in risk management.
Daniel focuses on providing returns above the ASX 200 in-line with the client’s time horizon and risk profile.
ASIC Approved Competencies
- Margin Lending
- Derivatives Level 1 and 2