Daniel Burden
Financial Adviser
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About
Daniel Burden is an ASIC-registered financial adviser based in beautiful Byron Bay, NSW, dedicated to helping individuals and families achieve their financial goals. With over two decades of experience in the financial services industry, Daniel combines extensive knowledge with a personalised approach to provide tailored advice and build long-term relationships with his clients. Daniel's qualifications include a Bachelor of Business (Finance and Marketing) from Southern Cross University and a Diploma of Financial Planning from the Financial Planning Association of Australia. He also holds the LRS Life Risk Specialist designation and passed the Financial Adviser Exam (FASEA) in 2021, demonstrating his commitment to ongoing professional development and adherence to the highest ethical standards. As a member of the Financial Advice Association of Australia (FAAA), Daniel stays up-to-date with the latest industry trends and best practices. Authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning, Daniel can help you navigate the complexities of the financial landscape and make informed decisions. He provides advice on Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Daniel today for a consultation and discover how he can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does Daniel Burden offer?
Daniel Burden offers advice on a wide range of financial products and services, including superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts.
What are Daniel Burden's qualifications and experience?
Daniel holds a Bachelor of Business (Finance and Marketing), a Diploma of Financial Planning, and the LRS Life Risk Specialist designation. He has been working in the financial services industry for over 20 years and is committed to providing high-quality, professional advice.
What is the process for working with Daniel Burden?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Daniel will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and updates will ensure your plan remains aligned with your needs.
How can financial advice help me?
Financial advice can help you make informed decisions about your money, plan for the future, and achieve your financial goals. It can provide clarity, structure, and support to navigate the complexities of the financial landscape.
What should I expect from my first meeting with Daniel?
During your first meeting with Daniel, you can expect to discuss your financial goals, current situation, and any concerns you may have. Daniel will listen carefully and ask questions to gain a comprehensive understanding of your needs. He will then explain how he can help you and outline the next steps.
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