Daniel's qualifications
At work
Daniel joined bdhSterling in October 2017 as UK Transfer Coordinator. He has subsequently progressed to the role of a Financial planner and Pension Transfer Specialist. His role involves meeting with clients and their Australian advisers to assist review their options regarding 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 also obtained the UK Diploma in Financial Planning. This means 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.