Daniel Snelson
Financial Adviser
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About
Daniel Snelson is an ASIC-registered financial adviser based in West Gosford, NSW, dedicated to helping individuals and families achieve their financial goals. With a career spanning over 15 years, Daniel combines extensive experience with a commitment to providing tailored financial solutions. Daniel holds a Diploma of Financial Services (Financial Planning) from Kaplan (2007), an SMSF accreditation from eFinancial Essentials (2008), an Advanced Diploma of Financial Planning from Kaplan (2016), and certification in Ethics and Professionalism in Financial Advice from Kaplan (2019). Authorised to provide advice on a comprehensive range of financial products, Daniel specialises in superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His holistic approach ensures that all aspects of your financial well-being are carefully considered and strategically managed. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Daniel Snelson today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Daniel Snelson offer?
Daniel Snelson provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He offers tailored strategies to help you achieve your financial goals.
What qualifications does Daniel Snelson hold?
Daniel holds a Diploma of Financial Services (Financial Planning), an SMSF accreditation, an Advanced Diploma of Financial Planning, and certification in Ethics and Professionalism in Financial Advice.
How does Daniel Snelson approach financial planning?
Daniel takes a holistic approach, considering all aspects of your financial well-being. He works closely with you to understand your unique circumstances and goals, developing strategies tailored to your needs.
What can I expect during my first consultation with Daniel Snelson?
During your first consultation, Daniel will discuss your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your objectives. This is an opportunity to ask questions and determine if his services are the right fit for you.
Does Daniel Snelson specialize in SMSF advice?
Yes, Daniel Snelson is accredited in SMSF (Self-Managed Superannuation Funds) and can provide expert advice in this area.
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