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Daniel George 

Senior Financial Advisor, Financial Advisory

  • Bachelor of Business (Seton Hill University, USA)
  • Advanced Diploma of Financial Planning 

  • Member of the Financial Planning Association of Australia
  • Australian Lawyers Alliance (ALA)
  • ALA Disability Insurance Special Interest Group

Expertise

Daniel is a highly qualified and experienced professional in the areas of financial strategies and advice, insurance and personal injury matters, superannuation advisory, and total & permanent disability (TPD) advice.

Daniel has a deep and thorough understanding of the issues that people who suffer serious and/or catastrophic health events face, and the importance of receiving quality advice in the management of compensation funds they receive.

Daniel’s expertise incorporates tax, Centrelink and investment strategies to maximise the value of compensation funds to assist in improving the quality of life for his clients.

Background

Daniel has 14 years’ experience as a Financial Advisor and specialises in assisting clients who suffer serious and/or catastrophic health events. Daniel joined Vincents as a senior financial advisor having previously operated his own holistic advice business.