- Advanced Diploma of Financial Planning
I am truly passionate about working for StatePlus, because I know that this company really places working in the best interests of its clients as the number one priority.
With more than 13 years experience in the finance industry, including 11 years as a financial planner, Danny brings a solid track record of client driven relationships to his current role. He joined StatePlus in 2010 from a major Australian bank, where he was a senior financial planner.
Danny is focused on working with his clients to develop a tailored financial plan that will help them work towards their financial dreams in a structured and realistic manner. As well as looking to build and maintain strong ongoing relationships with clients, Danny also enjoys the challenges of keeping his technical skills up to date and relevant to his clients' needs.
Danny was born in Hong Kong and migrated to Australia when he was three years old. 2011 is shaping up to be an exciting year for Danny, who is due to be married at the end of the year.