Daniel Ash-Wentworth

Senior Financial Planner

Perth Office

Daniel's entry on the FCA register Daniel's entry on the ASIC register

At work

Daniel joined bdhSterling in October 2017 as a UK Transfer Coordinator and has progressed through the business to become a Senior Financial Planner and Pension Transfer Specialist. Working closely with clients and their Australian advisers, he helps individuals navigate their UK pension options and develop tailored strategies to achieve their long-term financial goals.

Over the years, Daniel has helped many people navigate the move between the UK and Australia. He takes a practical and personalised approach to advice, ensuring clients feel informed and confident in their financial decisions.

Daniel studied Business Management at the University of Gloucestershire in the UK before moving to Malta and subsequently New York to begin his career in finance. He eventually moved to Australia, where he obtained his Graduate Diploma in Financial Planning. Daniel also holds a UK Diploma in Financial Planning, making him a dual-licensed adviser across Australia and the UK.

Having lived in both countries, he has a unique insight into the challenges and opportunities his clients face. This first-hand experience enables him to provide high 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.

Important Information about our Financial Planning Team

In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.

In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.

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