Name | Daniel Gumley CFP® |
Company | Evans and Partners Pty Ltd |
Address | Mayfair Building, Level 7, 171 Collins Street Melbourne, VIC 3000 |
Phone | (03) 9411 4084 |
Website | www.evansandpartners.com.au |
Daniel is passionate about enabling families and individuals to develop and maintain a tailored financial strategy based on an in-depth understanding of their needs and objectives, the legislative environment, and the wealth creation, tax management and structural options available.
As a Certified Financial Planner (CFP®), and with more than a decade of industry experience, Daniel has proven expertise in providing tax-effective wealth accumulation advice, optimising superannuation (including SMSFs and defined benefit superannuation), advice and management of your investments and broader financial planning areas.
Daniel has been with E&P Financial Group for 10 years. Daniel has a Bachelor of Commerce from the University of Melbourne, majoring in Finance and Economics and a Diploma of Financial Planning from Kaplan Professional Australia. Daniel is registered with the Tax Practitioners Board as a Tax (Financial) Adviser and a CFP® member of the Financial Planning Association of Australia (FPA) and an FPA Accredited Aged Care Specialist.