Daniel Martinez CA CFP SSA
| Company | PFG Financial Services |
|---|---|
| Title | Senior Financial Planner |
| Profession | Financial Planner |
| Address | 15 Gadd Street NORTHCOTE VIC 3070 |
| [email protected] | |
| Phone | 0393755100 |
Summary
Daniel has been a financial adviser since 2004. He is a Certified Financial Planner, member of the Financial Planning Association, Fellow of the Financial Services Institute of Australia and a SMSF Specialist Adviser with the SMSF Association. Daniel is also accredited to give Aged Care advice.Daniel is a past winner of the SMSF Association’s prestigious Top Achiever Award.
Prior to becoming a financial adviser, Daniel worked as a Chartered Accountant having successfully completed his Professional Year qualification in 1995. Daniel is currently a member of the Australian & New Zealand Institute of Chartered Accountants .
Specialties: Daniel specialises in self managed super funds and aged care. Other areas of significant experience include superannuation, investment, retirement planning, asset structuring and estate planning.