The Financial Planning Association of Australia The Financial Planning Association of Australia

Daniel Booth, CFP®

Name Daniel Booth CFP®
Company Kingston Private Wealth Pty Ltd
Address Level 1, 43 Station Road
Cheltenham, VIC 3192
Phone (03) 9584 2277
Mobile 0419 518 043

I am passionate about helping people achieve their financial dreams.

I am an Authorised Representative (AR number: 001008372) of Kingston Private Wealth Pty Ltd (AFSL: 514174).

Education & Experience:
• Bachelor of Business (Banking & Finance), Monash University.
I am a Certified Financial Planner with the Financial Planning Association of Australia and commenced working in the financial services industry in 2010.

I can assist with your financial planning needs in the following areas:
• Life Insurance
• Retirement Planning
• Superannuation
• Investments

At Kingston Private Wealth we are committed to helping you implement a financial strategy that will best suit your present and future needs. We can assist with all aspects of your financial needs, as one of our authorised representatives is also a mortgage broker, so whether you are purchasing a new home, buying an investment property or looking at refinancing an existing loan, we will be able to assist with finding a loan that’s right for you, managing the process all the way through to settlement. We are also part of an Accounting practice; Vawdrey Axton Turner, who can assist with all your business reporting and tax obligations, as well as your individual tax obligations.

< Prev Page