Daniel's qualifications
At work
Daniel joined bdhSterling in October 2017 as UK Transfer Coordinator. He has subsequently progressed to the role of Financial Planner and Pension Transfer Specialist. His role involves meeting with clients and their Australian advisers to 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 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, meaning he is 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.
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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.