Daniel Jones
Private Wealth Adviser at TownsendCobain - Private Wealth Partners | Greater Melbourne Area, Australia
Daniel Jones’s Email & Phone Number
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Daniel Jones serves as a Private Wealth Adviser at TownsendCobain - Private Wealth Partners within the Greater Melbourne financial services sector. Holding the Certified Financial Planner (CFP®) designation and educated at the University of Wollongong, he structures his practice around personalized, relationship-driven investment management. His advisory methodology prioritizes long-term client trust, strategic alliances with external specialists, and continuous holistic financial planning support.
BEST APPROACH TO REACH Daniel Jones
Utilize the highly available personal email channel to deliver a targeted outreach highlighting his CFP® credentials and TownsendCobain’s client-first philosophy, then propose a brief introductory strategy discussion.
Private Wealth Adviser at TownsendCobain - Private Wealth Partners in July 2022 - Present
Director/ Principal Financial Advisor at Melbourne Financial Partners in July 2015 - July 2022
Financial Planner at AMP in June 2014 - July 2015
Associate, Client Services - Nab Asset Servicing at National Australia Bank in June 2010 - June 2014
Associate – Sales and Relationships Business Services - NAB Asset Servicing at National Australia Bank in June 2013 - January 2014
Team leader - Performance and Control - NAB Asset Servicing at National Australia Bank in May 2008 - June 2010
Corporate Actions Analyst at National Australia Bank in March 2007 - May 2008
University of Wollongong, Bachelor of Commerce (B.Com.), November 2026
Deakin University, CFP®, November 2026
Kaplan Professional, Advanced Diploma, November 2026
We believe… ➡ Being trusted to manage and invest someone's wealth is a true honour and privilege. ➡ Relationships matter, and trust is earned. ➡ Wealth management should truly be personal and personalised, holistic and all-encompassing. ➡ In 'marrying' our clients, committing to the same goals and priorities, sharing successes, prioritising their needs and being there in good times and bad. ➡ Strong partnerships with other best-of-breed providers who share our values, beliefs and principles are central to our and our client’s success. ➡ Our role is to enable our clients to approach life with confidence, secure in the knowledge that their wealth is actively and appropriately invested with genuine care and commitment to their best interests. Townsend Cobain is a privately owned financial advisory practice and investment house that holds its own AFSL. Our structure and autonomy allow us to truly partner with clients and provide a holistic service and degree of accountability that is unique and rare in today’s world.
Discover more about TownsendCobain - Private Wealth Partners
Partner, TownsendCobain Private Wealth Partners
Private Wealth Management Practice
Private Wealth Adviser at Townsend Cobain
Private Wealth Adviser at Townsend Cobain
(Apr 2024 – Present)
Head Of Operations and Administration . Finalist In Women Leading Tech Awards 2023.
Client Services Manager at TownsendCobain - Private Wealth Partners
(Sep 2023 – Present)
Client Service Manager at TownsendCobain
Client Service Manager at Townsend Cobain
(Mar 2024 – Present)
Retired
Working closely with Partners in relation to all practice and client related matters.
What is Daniel Jones Cfp(r) email address?
Email Daniel Jones Cfp(r) at [email protected] and [email protected]. This email is the most updated Daniel Jones Cfp(r)'s email found in 2026.
What is Daniel Jones Cfp(r) phone number?
Daniel Jones Cfp(r) phone number is +61415611447.
How to contact Daniel Jones Cfp(r)?
To contact Daniel Jones Cfp(r) send an email to [email protected] or [email protected]. If you want to call Daniel Jones Cfp(r) try calling on +61415611447. (updated on December 07, 2025)
What company does Daniel Jones work for?
Daniel Jones works for TownsendCobain - Private Wealth Partners.
What is Daniel Jones's role at TownsendCobain - Private Wealth Partners?
Daniel Jones is Private Wealth Adviser
What industry does Daniel Jones work in?
Daniel Jones works in the Financial Services industry.
