Daniela brings significant knowledge and experience, but more importantly practice insight for advice solutions. Daniela and her team assist advisers to help them produce quality advice and meet their legislative requirements. Importantly, Daniela not only helps advisers to achieve what needs to be done, but also how they can operate to achieve better outcomes.
Daniela joined Fortnum in June 2018 and holds a Bachelor of Economics (Commercial Law, Finance and Economics) and a Graduate Diploma of Financial Planning. She has worked in the financial planning profession for over 16 years. Daniela joined Fortnum from HSBC where she was Senior Manager for Advice and Strategy responsible for the provision of quality advice, day-to-day operations, processes and technology.
Additionally, Daniela has managed teams of Paraplanners and Associate Advisers and worked directly with clients to meet their financial planning objectives in various roles for organisations including Macquarie Bank, Perpetual Limited and Commonwealth Bank.