Daniel Sutherland
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Daniel Sutherland is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Daniel holds a Bachelor of Commerce (Finance and Marketing) from Curtin University (2018), a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2018), FPC002B Ethics and Professionalism in Financial Advice from Kaplan (2021), and an Advanced Diploma of Financial Planning from Kaplan (2022). Daniel is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. This allows him to offer holistic financial solutions to meet diverse client needs. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment guidance • Retirement planning Ready to take control of your financial future? Contact Daniel Sutherland today for a consultation and discover how personalised financial advice can benefit you.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Daniel Sutherland offer?
Daniel Sutherland specialises in superannuation advice, insurance solutions, wealth management, and investment strategies. He provides comprehensive financial planning to help you achieve your financial goals.
What are Daniel Sutherland's qualifications?
Daniel holds a Bachelor of Commerce (Finance and Marketing), a Diploma of Financial Services (Financial Planning), FPC002B Ethics and Professionalism in Financial Advice and an Advanced Diploma of Financial Planning. He is also an ASIC-registered financial adviser.
How does the financial planning process work with Daniel Sutherland?
The process typically begins with an initial consultation to understand your financial situation and goals. From there, Daniel will develop a personalised financial plan tailored to your specific needs. Regular reviews will ensure your plan remains aligned with your evolving circumstances.
What should I expect during my first meeting with Daniel Sutherland?
During your first meeting, you can expect to discuss your current financial situation, future goals, and any concerns you may have. Daniel will explain his approach to financial planning and answer any questions you may have about his services.
Can Daniel Sutherland help me with my superannuation?
Yes, Daniel can provide advice on all aspects of superannuation, including fund selection, contribution strategies, and retirement planning. He can help you optimise your superannuation to achieve your retirement goals.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.