Daniel is a Director and Senior Investment Adviser at Evans & Partners, having joined the company in 2020 from within E&P Financial Group. Based in Canberra, he brings over ten years of experience in the financial services industry, specialising in investment advice and portfolio construction for high-net-worth individuals, pre-retirees, and retirees.

Throughout his career, Daniel has built strong client relationships by helping them achieve their financial goals. He focuses on risk management and asset allocation to develop personalised investment strategies and offers comprehensive superannuation and retirement planning. Alongside his expertise in listed equities, fixed income and managed funds, Daniel integrates alternative asset classes such as private equity, infrastructure, private credit, and sustainable and responsible investing into his clients’ portfolios to ensure wealth is prudently managed, while safeguarding against potential risks.

Daniel holds a Bachelor of Commerce, majoring in Finance, from the Australian National University. He is also authorised to provide investment advice by the Stockbrokers Association of Australia and has a Diploma in Financial Planning from Kaplan Professional Australia. Daniel successfully completed the FASEA National Adviser Exam in 2020.