Meet Daniel Nalder

Associates

3 Mar

Written By The KH Studio

Daniel Nalder

Financial Advisor

Footballer • Fisherman • Lawn Groomer

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Daniel has been a valued member of the Strategem team since 2012. In that time he has helped enrich the lives of hundreds of clients.

Daniel loves getting to know his clients on a personal level. He has a genuine interest in the lives of his clients and enjoys catching up on their news when he sees them.

Outside of the office, Dan is the coach of the South Bendigo Reserves Football team. He also loves a bit of fishing and is a proud lawn groomer.

Skills

- Passionate about working with clients to achieve financial security and live out their dreams

- Experienced in dealing with investment portfolios and social security

- Experienced in navigating the complex aged care system

- Proficient in providing investment advice and pre & post retirement advice

- Experience in superannuation and SMSF

Credentials/qualifications

Bachelor of Accounting

Graduate Diploma of Financial Planning

FAAA Aged Care Specialist

FAAA AFP Practitioner Member - Financial Advice Association Australia

Community

Coach of the South Bendigo Football Club Reserves Team

See Daniel in Action:

Daniel’s Client Feedback:

Featured

I always come away feeling informed and confident in the advice I've been given.
- Bev Miller

We appreciate Daniel’s professionalism. Everything slowed smoothly.
- Ken

Always pleased with the comprehensive service provided by Daniel
- Christine

Daniel answered all of our questions and provided us with good advice
- Ken

Always well worthwhile meeting with Daniel
- Bev

Very happy with meeting. All briefing acknowledged
- Ian

All the staff I have dealt with are polite and friendly. The office staff are very capable and efficient. The professional staff are happy to share their experience and educate me to improve my participation in my financial arrangements. Thank you for your ongoing services.
- Gabrielle