Daniel Martinez CA CFP SSA

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Company PFG Financial Services
Title Senior Financial Planner
Profession Financial Planner
Address 15 Gadd Street NORTHCOTE VIC 3070
Email [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.