Daniel has a passion for providing the best customer service for clients. His primary responsibility is working with clients to generate financial plans and develop strategies that will help them achieve their financial goals.
Prior to joining Stoker Ostler, Daniel worked as a Financial Advisor in Australia. Daniel has completed the CERTIFIED FINANCIAL PLANNERTM exam and is a Level II CFA Candidate. He received a Bachelor of Business Science degree majoring in Finance, Accounting & Economics from the University of Cape Town in South Africa.
He enjoys a wide variety of activities such as hiking and running and enjoys spending time with family and friends.
We offer a wide range of financial services to help you achieve the lifestyle you want and the goals that matter to you. Our personal approach is devised to help meet your unique needs and priorities.