Daniel Wentworth

Financial Planner

At work

Daniel joined bdhSterling in October 2017 as UK Transfer Coordinator. He has subsequently progressed to the role of an Associate Financial planner, with the aim of becoming a Financial Planner in the near future. His role involves meeting with clients and their Australian advisers to assist review their options with regards to their UK pensions, and provide the appropriate solutions to help them achieve their goals.

Daniel studied Business Management at the University of Gloucestershire in the UK, before moving to Malta and then New York to begin his career in finance. He eventually moved to Australia and obtained his Advanced Diploma in Financial Planning, and has recently obtained the UK Diploma in Financial Planning meaning he is now a dual-licensed adviser across Australia and the UK. Having lived in both countries, he has a unique insight into the challenges and opportunities our clients face, and can therefore provide the best quality advice and solutions.

Google Reviews
Jeff Green
I had the pleasure of working with Charlotte Evrard and Daniel Wentworth in transferring a UKpension to my QROPS approved SMSF. Charlotte offered the highest standard of advice and attentive service and is a credit to the company. Daniel followed through with the transfer ensuring I was kept informed at all time as the progress - as it can be a lengthy process. I would recommend this team for their exceptional service, integrity and attention to detail. Great work guys. Thank you.
Ian Burgess
bdhSterling efficiently managed the transfer of my UK pension fund to the Australian Expatriate Super Fund. Daniel was very professional and always friendly and kept us regularly informed of how the transfer was progressing. I would whole heartedly recommend bdhSterling to anyone needing this kind of financial assistance.

Spotlight questions

What’s your best tip for anyone moving to Australia?

Emigrate in the Australian winter/ English summer to give yourself time to adapt to the temperatures here.

What gives you the most satisfaction about your work?

Having the opportunity to work with clients from all types of background.

What’s your best financial tip for anyone moving from the UK to Australia?

Get your financial affairs in order as soon as possible.

What’s the best thing about living in Australia?

The quality of life is very good, especially if you enjoy an outdoor lifestyle.

If you’re moving from one country to another, why is it important to deal with a firm which has expertise in both jurisdictions?

They will know the common pitfalls people encounter and will be able to reduce the stress of the situation.

What’s the best thing about working for bdhSterling?

Getting to work with a diverse workforce who are from different countries in the world.