Daniel Collins
Financial Adviser
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About
Daniel Collins is an ASIC-registered financial adviser based in Frankston, VIC, dedicated to helping clients achieve their financial goals through comprehensive and personalised advice. With a strong academic foundation, including a Master of Science in Financial Planning & Business Management from Manchester Metropolitan University and completion of the CFP Education Program with the Financial Planning Association of Australia, Daniel brings a wealth of knowledge and expertise to his practice. He also holds qualifications in Tax for Financial Advising, Self Managed Superannuation Funds, and Ethics and Professionalism in Financial Advice. As a member of the Institute of Financial Planning, Daniel adheres to the highest ethical and professional standards. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Daniel can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Daniel provides expert guidance in the following areas: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Daniel Collins today for a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does Daniel Collins offer?
Daniel Collins specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He provides tailored advice to help you achieve your specific financial goals.
What qualifications does Daniel Collins have?
Daniel Collins holds a Master of Science in Financial Planning & Business Management, is a graduate of the CFP Education Program, and has completed qualifications in Tax for Financial Advising, Self Managed Superannuation Funds, and Ethics and Professionalism in Financial Advice. He is also a member of the Institute of Financial Planning.
What is the process of working with Daniel Collins?
The process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Daniel will then develop a personalised financial plan tailored to your needs. Regular reviews and adjustments will ensure your plan remains aligned with your evolving circumstances.
How can wealth management advice from Daniel Collins help me?
Daniel provides comprehensive wealth management advice to help you grow and protect your assets. This includes investment strategies, portfolio management, and ongoing monitoring to ensure you stay on track to achieve your financial objectives.
What can I expect from retirement planning advice with Daniel Collins?
Daniel will assess your current financial situation, project your future income needs, and develop a retirement plan that maximises your retirement savings. This may include strategies for superannuation, investments, and other sources of income.
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