Daniel Mcervale
Financial Adviser
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About
Daniel Mcervale is an ASIC-registered financial adviser based in Toowoomba, Queensland, dedicated to helping clients achieve their financial goals. With a Bachelor of Business (Marketing) from the University of Southern Queensland (2002) and advanced financial planning qualifications from Kaplan Professional, including a Diploma (2009) and Advanced Diploma (2012) of Financial Services, Daniel brings a wealth of knowledge and experience to his practice. He also holds specialist certifications in Self-Managed Superannuation Funds and Margin Lending from Kaplan Education. As a proud member of the Financial Advice Association of Australia (FAAA), Daniel adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client. This includes superannuation, insurance, and retirement planning, as well as investment life insurance, life risk insurance, retirement savings accounts, and government debt securities. Daniel is committed to building long-term relationships with his clients, offering clear, straightforward advice to help them navigate the complexities of the financial landscape. • Superannuation advice • Retirement planning • Insurance solutions • Investment strategies • SMSF advice Ready to take control of your financial future? Contact Daniel today for a consultation.
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Frequently Asked Questions
What types of financial advice does Daniel Mcervale offer?
Daniel Mcervale provides advice on a range of areas, including superannuation, retirement planning, insurance, and investments. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What qualifications does Daniel Mcervale have?
Daniel holds a Bachelor of Business (Marketing), a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, and specialist certifications in Self-Managed Superannuation Funds and Margin Lending from Kaplan Education. He is also a member of the Financial Advice Association of Australia (FAAA).
What is Daniel Mcervale's approach to financial planning?
Daniel believes in building long-term relationships with his clients. He takes the time to understand your individual circumstances and goals, then develops a personalized financial plan to help you achieve them.
How can Daniel Mcervale help with my superannuation?
Daniel can provide advice on all aspects of superannuation, including choosing the right fund, consolidating your super accounts, and developing a retirement income strategy.
What should I expect during my first meeting with Daniel?
During your initial consultation, Daniel will discuss your current financial situation, your goals for the future, and your risk tolerance. This will help him gain a clear understanding of your needs and determine how he can best assist you.
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