Daniel Mikhail

Financial Adviser

I feel fortunate to work in a role where I can help people make informed choices that give clarity, direction, and peace of mind. In my years as an adviser, I’ve learnt that the right combination of empathy, investment expertise and sound technical knowledge enables an adviser to make a meaningful difference to the lives of clients.

I thrive on building relationships with people and helping them meet their short, medium and long term goals. Having the right roadmap in place can provide you with the financial confidence to both live the life you want and be well-positioned to deal with the unexpected.

I have been working in the Financial Services Industry for over 15 years since completing my Bachelor of Commerce majoring in Accounting and Financial Planning in 2004. I previously worked as a Business Services Accountant for both small and medium sized Accounting firms assisting mainly individuals and SME’s with their ongoing taxation obligations.

When I’m not at work, my hands are full with a young family and I also enjoy the great outdoors, as well as taking the family on weekend road trips and watching AFL games.