Daniel Morcombe
Financial Adviser
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About
Daniel Morcombe is an ASIC-registered financial adviser based in West Perth, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built upon a Bachelor of Science (Agriculture) from the University of Western Australia (1996) and a Diploma of Financial Planning from the FPA (2005), Daniel combines academic knowledge with practical experience to deliver exceptional service. Daniel's commitment to ongoing professional development is evident through his certifications in Margin Lending & Geared Investments and Self Managed Super Funds from Kaplan (2010). As a member of the Financial Advice Association of Australia (FAAA), Daniel adheres to the highest ethical and professional standards. Authorised to provide advice on a wide range of financial products, Daniel specialises in superannuation, insurance, and wealth management strategies designed to secure your financial future. Whether you're planning for retirement, seeking investment opportunities, or needing insurance solutions, Daniel can provide expert guidance. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Daniel Morcombe today for a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Daniel Morcombe offer?
Daniel Morcombe specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Daniel Morcombe have?
Daniel Morcombe holds a Bachelor of Science (Agriculture) from the University of Western Australia, a Diploma of Financial Planning from the FPA, and certifications in Margin Lending & Geared Investments and Self Managed Super Funds from Kaplan.
How does Daniel Morcombe approach financial planning?
Daniel Morcombe takes a personalised approach, working closely with clients to understand their unique financial situations and goals. He then develops tailored strategies to help them achieve their objectives, providing ongoing support and guidance along the way.
What can I expect during my initial consultation with Daniel Morcombe?
During your initial consultation, Daniel will discuss your current financial situation, future goals, and any concerns you may have. This is an opportunity to get to know each other and determine how Daniel can best assist you with your financial planning needs. He will explain his services and how he can help you achieve your financial aspirations.
Is Daniel Morcombe a member of any professional organisations?
Yes, Daniel Morcombe is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest standards of professionalism and ethics in the financial advice industry.
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