Justin Daniel
Financial Planner / Director at WealthFit Money Management | Victoria, Australia
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Justin Daniel serves as the Financial Planner and Director at WealthFit Money Management in Mildura, where he leverages his extensive expertise in investments, SMSFs (Self-Managed Super Funds), and risk insurance to provide comprehensive financial solutions tailored to his clients' unique needs. With a strong focus on strategic financial planning, Justin has successfully navigated the complexities of wealth management, ensuring that his clients are well-prepared for retirement and equipped to achieve their long-term financial goals.
One of Justin's key projects has been the seamless transition of WealthFit's back office operations to Synchron. This strategic move not only enhances operational efficiency but also maintains the high level of service that clients have come to expect, with no changes to phone or location. By optimizing the firm's infrastructure, Justin is committed to delivering exceptional financial services that empower clients to make informed decisions about their wealth.
Justin’s skill set encompasses a wide array of financial disciplines, including asset management, portfolio management, and risk management. His adeptness in asset allocation allows him to craft personalized investment strategies that align with clients' risk tolerance and financial aspirations. As a trusted financial planner, Justin is dedicated to fostering long-term relationships with his clients, guiding them through the intricacies of wealth building and preservation. His proactive approach and deep understanding of the financial landscape position him as a valuable resource for individuals and families seeking to secure their financial future.
Financial Planner / Director at WealthFit Money Management in April 2020 to Present
Director / Financial Adviser at Yellow Brick Road in July 2016 to January 2020
Financial Adviser at ANZ in July 2006 to July 2016
Fitness at University of Melbourne in February 2003 to June 2006
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Kaplan, Masters of Applied Finance
Red Cliffs Secondary College, January 1993 to January 1998
RMIT University, Bach of Bus
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Superannuation
Wealth
Wealth Management
Income Protection
Investment Strategies
Strategic Financial Planning
Retirement Planning
Asset Management
Financial Planners
Asset Allocation
Mutual Funds
Wealth Accumulation
Personal Financial Planning
Financial Advisory
Risk Management
Investments
Wealth Management Services
Retirement
Investment Advisory
Financial Planning
Portfolio Management
Financial Services
Banking
Financial Risk
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What is Justin Daniel email address?
Email Justin Daniel at [email protected]. This email is the most updated Justin Daniel's email found in 2026.
What is Justin Daniel phone number?
Justin Daniel phone number is 0417 052 009.
How to contact Justin Daniel?
To contact Justin Daniel send an email to [email protected]. If you want to call Justin Daniel try calling on 0417 052 009.
What company does Justin Daniel work for?
Justin Daniel works for WealthFit Money Management
What is Justin Daniel's role at WealthFit Money Management?
Justin Daniel is Financial Planner / Director
What industry does Justin Daniel work in?
Justin Daniel works in the Financial Services industry.
Justin Daniel Email Addresses
Justin Daniel Phone Numbers
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