Daniel Poultney
Financial Adviser
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About
Daniel Poultney is an ASIC-registered financial adviser based in South Perth, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Daniel holds a Bachelor of Commerce (Financial Planning) from Curtin University (2005) and has completed specialist training in Self Managed Superannuation Funds (Tribeca, 2006) and Margin Lending and Geared Investments (Kaplan, 2010). He was awarded Fellow, Chartered Financial Practitioner from Mentor Education Group in 2011. As a member of the Financial Advice Association of Australia (FAAA), Daniel adheres to the highest professional standards and provides expert guidance across a range of financial products, including superannuation, insurance, and wealth management solutions. His expertise extends to retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Daniel can help you with: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Daniel Poultney today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Daniel Poultney offer?
Daniel Poultney provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Daniel Poultney's qualifications and experience?
Daniel holds a Bachelor of Commerce (Financial Planning) from Curtin University (2005) and has completed specialist training in Self Managed Superannuation Funds and Margin Lending and Geared Investments. He was awarded Fellow, Chartered Financial Practitioner in 2011. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for working with Daniel Poultney?
The process typically begins with an initial consultation to understand your financial goals and circumstances. Daniel will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your needs.
How can superannuation advice from Daniel Poultney benefit me?
Daniel can provide expert guidance on optimising your superannuation strategy to help you maximise your retirement savings, taking into account your individual circumstances and risk tolerance.
What can I expect from a retirement planning consultation with Daniel Poultney?
During a retirement planning consultation, Daniel will assess your current financial situation, discuss your retirement goals, and develop a comprehensive plan to help you achieve a comfortable and secure retirement.
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