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Danny Wan

About Danny

Danny is a highly qualified strategic finance consultant with over 20 years of experience in the financial services industry. His experience extends across a variety of businesses both in Australia and overseas, with a focus on senior management roles that required him to employ exceptional business acumen. Danny prides himself on his capacity to develop long-term relationships and trusted partnerships to achieve results that consistently exceed expectations.

Danny has a passion for helping people to achieve financial freedom. He specialises in helping families and businesses to develop a financial road map to help them build wealth, meet their financial goals and lifestyle objectives – a plan that he likes to call his “Financial Health/Wealth Management Blueprint”.

Danny will not only help you to find the right home loan, car loan or business finance for your needs, he will help you make informed decisions about all aspects of your financial situation. You can rely on Danny to give you sound advice on issues like saving on interest, minimising your tax bill, balancing your household budget, debt consolidation, refinancing, buying a home, investing in property or starting a business.

  • 20 years
  • Member

“Everyone needs a plan if they want to get anywhere in life and this is particularly important when it comes to your finances. You will find my Financial Health/Wealth Management Blueprint an invaluable tool for managing your finances and for ensuring your future financial growth and development. To create one that is tailored just for you, I will listen carefully to your plans for the future and assess your current financial situation.

Your financial freedom is my ultimate goal – your success is my success and your happiness is my happiness. When you become my client, I will always be available to assist you with your needs, answer your questions and support and encourage you in your endeavours. It all starts with a conversation, so please don’t hesitate to call me to chat about how I can help you.”

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